Im jim cramer. Welcome to my world. Theyre nuts, theyre nuts. They know nothing i always like it say theres a bull market somewhere. Mad money, you cant afford to miss it. Im cramer. Welcome to mad money, welcome to cramerica. My job is entertain, coaching, educating so call me. After todays not so hot action, dow dipping 21 points, down 1. 2 , nasdaq off. 83 off worries the Federal Reserve may allow Interest Rates to rise because of a stronger economy, you got to ask whether the Dow Jones Industrial average in 2013, beyond that unsustainably fabulous first day of the year. Despite yesterdays rally, you got to be a little suspicious, skeptical, critical, about how poorly the dow perform last year versus the s p and nasdaq, finishing up a pathetic 7. 26 . While the nasdaq climbed 15. 9 and the s p gained 13. 4 . Who are the culprits behind the dows underperformance . Who did well, though, in a futile attempt to save the index . And whats next for the venerable but oh, so out of sync 30 dow jones stocks. Lets rank them from best to worst, see how things ended up this way and see who is going to drag us down next year. First a s bank of america. It was the top performer in the dow, 108 gain last year. Given how cheap it is and housing recovery is still in its infancy, i wouldnt be surprised if there were bigger gains to come. Now that the ceo is on record saying hes ready to step up lending, they could outperform under banks. And then frank blake, the management here has been taking shares aggressively and i bet the postsandy rebuild will be terrific for business. I see another fantastic year for home depot. Diness with remarkably resilient numbers. I think the stock can go up 10 from here easily. Its already started to recover, meaningly from the socalled disappointing quarter. That Fourth Quarter rally in the financials gave new life to jpmorgan, travelers the Insurance Company up 21 . I dont know if these can maintain that base. Im not as bullish. Jpmorgan seems to fail at these prices. Fail the stock, not the company. The company is doing fine. My hope, i fear the company wont be able to repeat the performance. American express seems tapped out, prefer mastercard, visa and travellers is a fabulously run company. Its not one you expected expect to go up 21 over 21 . How about General Electric . It advanced 17 despite down beat chatter, analysts being too down beat if you ask me. And an and gas kicker could be rebounding because of china. Pfizer was up 15 last year and i think that not only can they repeat that performance but best it as the giant Company Takes action to bring up value with its Animal Health business and does its best to return capital via an even higher dividend or yield sweet 1. 75 . I like the paint drying pfizer. It lets you sleep at night and by day, too. I dont know in walmart can repeat its gains of more than twice its returns from the dow. The Consumer Market is a little weakened. 3m up 13 , United Technologies up 12 . They are naturals to repeat their gains if not do better given strong asian exposure. 3m has been held back by a weak china. They can only improve from here after the tax bill. Two wellrun companies, perfect proxies for worldwide growth. 11 gains, even the most boring of stocks can generate returns. I think the same gain is in the cards for this year. Cisco for all its flaws, still beat the dow by a percentage point. I cant see this company returning to the days of yore, thats not going to happen. But up 8 pr , it can do that ag. I think it can return to the mid 20s where it closed today. Whats with burke falling so far behind and an inferior pfizer going up at least historically. The pipeline needs improvement here or well see high Single Digits again. They will remain the order of the day if not the year until we hear about something that can produce multiple billions of dollars in the out years and i certainly dont see anything in mercks pipeline that can do that. Verizon didnt help the cause. Its been such a good one. I think it will play catch up to at t, which played catchup to verizon last year and the endless seesaw between the two. You no longer need to worry about skyrocketing taxes on dividends. United health kept back by lack of Small Business formation. Up just 7 last year. Got hammered on the down grade today. I dont see how much up side there can be without more job growth. Which brings me to the real seller dwellers, what we call the dogs of the dow. Start with johnson johnson. 6. 9 gain this year. I think 2013 the ceo takes matters into his own hands. Its one of my favorite dow stocks. Ibm needs to show its not falling prey to the centrist letdown. Its cheap, can easily double its 4. 2 gain from last year. The fact that cocacola only increased 3. 4 show as weaker dollar. Microsoft. Hard to love given its pcbased earnings power. Yet last years 2. 9 increase does seem a little stingy considering the companys new product cycle. If you watch a football game, windows 8 is on there more than phil simms. I think the stock can return to the le 30s from 27 where it is now. If not, i suspect this will be a year enough management and reorganization. Wheres oracle when you need it . Can you believe boeings done nothing . Next to nothing. 2. 7 is next to nothing. Despite its new product cycle, the dreamliner series, a trimming of that gain could be reasonable this year. I expect a terrific quarter, the first of many, though my trust likes united tech as a better player in the new world wide aerospace cycles. I see boeing going to the mid 80s. Chevron getting the edge for certain courtesy of its stronger production growth. My charitable keeps biography that one. Alcoa will be helped only by the hideous expectations it has set for itself. A low bar maid of aluminum keeps it from advancing the low team. You want the best dog in the kennel . Caterpillar. Cat is the best dog. Everyone seems to recognize it is undervalued after yesterdays sterling performance. This plus it is one of the great china plays but it lost 1. 1 last year after having to revise its bullish forecast downward. My Charitable Trust is betting it could go up at least 10 . The latime cat guided down big was a couple years ago and, man, did that stock take off. How about dupont . Down 1. 7 . Its cheap but unless this quarter gives us reaction sell rated growth, something that could be impossible given dependence on commodity chemicals. Color me nervous about double d. Intel down 15 , Hewlett Packard down 44 . Mcdonalds can recover some but maybe not all as it does seem the imagine sick gone. A weak dollar seems like the only tail wind. Intel. We know whats bad. How about whats good . Balance sheet, new ceo. I dont expect intel will be down in 2013. That would be a nice improvement. Which leaves huf let packard. This put on a suicide vest with that negative 44 performance. I dont expect a hideous repeat but i expect it cant help the averages,s in its knocked out of them, unless they kick it out entirely, which is a possibility or gets a bid from oracle. Stranger things have happened. The bottom line is dogs will be dogs, except for cat and theyre worth betting on even after last years terrific runs. I expect a First Quarter seesaw courtesy of washington, from the bottoms up analysis, the dow should catch up to the other averages in 2013 and it will be a much better year than the indexs performance in 2012. Zach in new york. Caller hi, jim. Ive got a big booyah for you. Im a young startup founder and market investors. I was interested in transocean after their 6 pop today. Theres been a lot of like ocean drilling mishaps recently. After seeing the percentage gain and the news that transocean reached 1. 4 billion settlement with the justice department, is rig a buy . I want to congratulate you for getting in. A lot of people are leaving this market. I think its a big mistake. Secondly, you show the value of what i call certainty, okay . We didnt know, was it going to be 1. 4, 14 billion. We had no idea how much they were going to have to pay. 1. 4, certainty. The stock can go higher. Its a good story even now. Mark in new york, mark. Caller hey, jim. How are you, buddy . Real good. How about you, partner . Caller good, good. Im hoping the bills get andy reed but i dont know. Theyre talking about it. The offensive coordinator for denver, i like jack del rio but thats a different show entirely. Thats schefter. Go ahead. Caller i asked you about this about a month ago. I know this company, i know what they make, theyre a great company, they make great stuff and the stock got hammered given today. Why did we say mellanex when it hit a hundred . The ceo left, we told you to sell. Im reiterating the sell. Doesnt you go near mellanex. John. Caller im in the Defense Sector raytheon with the extension of the Defense Sector. Whats the play on the Defense Sector . Cheap, cheap, cheap stock, even up here. I like raytheon. I like Lockheed Martin even better. These companies are made with teflon. Even with military sequestration they do well. But not as much as united tech. Doesnt give up on the dow. The dog days, they could be over at least versus the other indices. It may have lagged the averages in 2012 but i expect it to be a comeback year in 2013. Be ready for a Little Washington instability and then all aboard mad money will be right back. Coming up, export economy . The u. S. Has become one. Worlds Largest Energy producers, but while natural Gas Production has increased, its been largely ignored as a domestic fuel. But could exporting it help fill up your tank . Cramer talks with Cheniere Energy ceo next. And later, smooth operator . Spam maker hormel foods put another brand maker on its plate today after it forkd over 74 million to buy skippy peanutbutter. Could this layer another level of success to this story or will investors have an allergy . All coming up on mad money. Dont miss a second of mad money. Have a question . Tweet cramer, madtweets. Seasoned jim an email or give us a call at 1800743cnbc. Miss something . Head to madmontana. Cnbc. Com. Dm clrs there are a lot of warning lights and sounds vying for your attention. So we invented a warning you can feel. Introducing the allnew cadillac xts. Available with a patented safety alert seat. When theres danger you might not see, youre warned by a pulse in the seat. Its technology you wont find in a mercedes eclass. The allnew cadillac xts has arrived, and its bringing the future forward. Economic tragedies of our time. We have all this incredibly cheap, clean and abundant natural gas in this country yet it seeps like nobody here wants to use the stuff. As long as it sells for less than 4 bucks per thousand cubic feet, nobody wants to drill for it. Its currently selling for 3 and change, a horrendous decline. One more way in which we cant seem to get our priorities straight here in the United States. In the rest of the world, natural gas sells for 12, 15. Thats with lng comes in. The only way to ship it to turn it into lick which natural gas. Cheniere is the only company to get approval to build a terminal. Chennier, if youve been listening to me, its made you serious money. Just today, fresh 52week high. Stock is up 147 since we first spoke to the ceo in june of 2011, 18 gain just since this past september. Seems like the government might be starting to grant lng permits to competitors. Lets talk to charif souki, the cofounder and charity of cheniere. Since weve seen each other last, other than making the viewers a lot of money, the department of energy has blessed this notion of export. Ive always felt the great thing about you is youre the only guy at it. Now, with that blessing, is it going to make it so you will have at love competitors . Its not that easy. You have to spend a lot of money and a lot of time to actually see if your site works and to do all the work that is required to make sure you do it in a safe manner and follow all the rules of the federal Energy Regulatory commission. So unless you are ready to spend 100 million in two years in planning, youre not doing anything. So its possible you could have what amounts to a virtual monopoly for a decade . Its not going to be a monopoly. Other people are going to see this is something that makes a lot of sense. There is so much gas in the United States and so much demand on the global basis that there is no limit to how much can be exported. Now, i said on air that you have said that were burning off more than we use. And no one even believes that. But it is that abundant . Yes. And its becoming a problem. In places like texas and dakota, you have to flair the gas because theres nothing to do with it. And youre producing it as a byproduct of oil and, therefore, youre not about to stop producing your oil. Right. And people dont want you to know that theyre flairing because its not something that the environment thats great for the environment. I think the cat is out of the bag now. Everybody knows about it and its about to become a real serious problem as we continue to drift from exploring for dry gas to exploring to gas with liquids or oils. We had mark papa recently. He sees Natural Gas Prices low for a long time. Thats perfect for you, right . In this country. Its perfect for everybody. It will encourage people to look for new ways to use natural gas. One way is export but there are other ways. Okay. Now, talk to me about if i were down on the ground right now at your facility, which you started building already, im considering this one of the largest job hiring sites in america today. Can you even find enough people to do the work . Yes. Fortunately the area that were active in is an industrial area. Theres a lot of infrastructure there. A couple of larger refineries have finished their jobs so a lot of people have come on the market in the last 12 months and therefore weve moved in very seamlessly into an area where beckettel has done lot of work. The biggest construction in the world. And they had 4,000, 5,000 people who have finished jobs in beaumont and southern louisiana. The timing is very good at the moment. In your slide show, youve been transparent about everything from raising equity to to the structure of the company to your time frame. You line up comparisons and youre suggesting to me in the presentation that you could be finished ahead of time. Were looking like were going to be about a year ahead of schedule. A year . Yes. So its not going to be 2016, i its going to be 2015 . 2015 to late 2015 for the first gas. Thats incredible. Its not surprising. We were very conservative for the banks when we put projections together. We always knew beckettel could perform better than like egypt. Yes. Ive gone through all the record and looked at the time it took them in egypt and ek cuador. Australia has been the site of a company that had huge overruns. Thats not happening here. No. The other news is that we finalized the cost with beckettel and it is very much in line with what it cost us and is actually less. When we talk about these Large Companies that are your partners, okay, they cant get out of it, right . These are the kind of contracts theyre going to be paying you for years. Your cash flow for 20 years. Is etched in stone. Yes. They have to pay . Yes. At the same time, you said you will not raise equity, you do not need to raise equity for lng. You said do you not need to sell any more lng stock right now. Were sitting on a lot of cash, we have assets. We have Management Fees that pay for more than our overhead. Why would we raise equity . We dont have any debt. So im always careful, i dont want anything to be too good to be true. But the combination of incredibly low natural gas, the ability to be able to build these train, which is the way theyre shipped, cheaper than anybody else, is so far ahead of all the other times that youve been on air. Yes. Kind of dazzling. What can i say . Its just been a great story. You take my breath away sometimes, sir, because no one else is able to pull this stuff off except for you. I just think youre real good at what you do. But i think other people will follow and it will become a game changer for the u. S. And for the world. I hope it will. That is charif souki, ceo of Cheniere Energy. The guy has delivered consistently and has continued to deliver. Stay with lng, stay with cramer. Coming up, smooth operator . Spam maker hormel foods put another Consumer Brand on its plate today after it forked over 700 million to buy skippy peanutbutter. Could this layer on another level of success to this story or will investors have an allergy . Dont miss cramers exclusive with its ceo just ahead. Here on mad money, we cant get enough of companies that will do whatever it takes to create value for the shareholders and put money in their pockets. Just today we found out one thats one of my favorite steady eddie food companies, hormel foods, maker of spam and jenny o and many other brands. They are buying skippy peanutbutter. For 700 million, the deal should give hormels earnings a boost as earlies that year. Why am i so excited about this peanutbutter deal . Because it makes me think back to the last big peanutbutter transaction when smuker bought jif from Procter Gamble in a very similar deal in october of 2001. Over the next ten months, smuckers rallied 26 . If hormel follows the smuckers foot steps, you can make a hefty chunk of change. Even though the stock is at a 52week high, i think its got more room to run. Dont take it for me. Lets speak to jeffrey ettinger. Welcome to mad money. Thank you for having me, jim. This is a deal that i think makes you the number one Lunch Company in this country. Were definitely going to be in a position to dominate sandwiches. Were already were in ham and turkey, you add peanutbutter in there and thats three of the top four. Also, this is your first big foray, i didnt realize it unless i listened to your excellent conference call, this company is really big in china, skippy. They