Or thought them shills, and worst of all, permabulls. Im talking about wall street analysts, the research community. This group of highly paid professionals is now a changed breed. They developed a level of skepticism that i cannot recall witnessing before. You know whats truly amazing about this newfound negative aggression of analysts who wanted to downgrade stock at the speed of light . Its been happening at precisely the wrong time. The time when at last, there is a bona fide reason to be bullish. Corporate profits are rolling. Rising profits are the mothers milk of higher stock prices. If you generate better than expected profits, meaning reporting numbers in excess of what this Analyst Community is looking for your stock can go higher, and that was the case for most of last year as analysts were forced kicking and screaming to raise their estimates and price targets, propelling stocks higher and higher right in their faces. I think 2014 will be the year where companies will begin to beat not just the earnings estimates but the revenues, the sales estimates. That could really cause stocks to go higher. Again, these stocks will be bullish, and i got to tell you, what will happen is the analysts, theyre going to end up not being in the rodeo at all. The bulls are going to take over. Lets take some examples, starting with citigroups downgrade of United Technology and honeywell, Great American companies that have been outstanding performers for many years, why did citi downgrade . I like United Technology and honeywell largely because of its excellent ceo. Cote is the essence of building. Why the downgrade . With the fed promising to keep short term rates close to zero for the time being and the u. S. Economy gaining momentum, the more cyclical names in our sector continue to enjoy a stronger, longer run than would be expected in a normal, steady growth stage of the cycle. Okay, why sell on that . What hes saying is theyve been winners for longer than expected. Utex and honeywell are broadly loved stocks with balanced earnings outlooks and both stocks should go higher this year, but its not sufficient enough to have a buy rating at this time. Thats it . They may not go up in time . Is there a real reason here . Are the companies starting to do worse . Isnt that why you should sell something . I dont think so. Both these are levered to the aircraft cycle that could go on for another six years. Honeywell and United Technologies have been winners. Who is to say theyre done winning . Theyve built an infrastructure particularly in commercial construction and i wouldnt be surprised if they had meaningful Earnings Growth and even bigger dividends going forward. Theyre loved. Theyre loved deservedly. No wonder they didnt get hammered. U tex is up 14 cents. Let me put this in perspective for you. For the longest time, analysts used to be reluctant to slap sells on a stock. Not everything can be worth buying or holding, the critics said. I guess the analysts have finally taken that admonition to heart. So Many Companies have learned how to make money for you and exceed their long term goals, the analysts have become sell zealots. Thats the way i felt when ubs was initiated with a sell. Come on, man this company has made major strides in being the third way of fast food. Wendys is not too expensive, but its not too cheap like mcdonalds. Its just right, with a fresh and juicy concept that doesnt cost an arm and leg. Im not making any judgment against chipotle and panera. Im simply saying that wendys is in the midst of a multiyear turnaround, as stores all over the country get a great looking makeover with televisions, fireplaces and real nice decor. Who would get off this horse now . The sell call leaves me as cold as the burgers and biggie fries leave me hot. No wonder the stock only fell six cents. Whats the deal with the banks . Finally the businesses are growing, prosecutions winding down, bad loans are going down. Theyre starting to lend more aggressively. Their net interest margins, how much they make by lending out the money from your deposits is burgeoning. What are they doing now . Downgrading the banks. I think these calls like the downgrades of keycorp and us bancorp, im calling them absurd. Key is much better than most of them and is far superior to the key that traded four years ago. The u. S. Bankcorp downgrade makes no sense either. Its lagged the average stock in the sector but has above average loan growth and trades below its historical average. I think it will be able to buy a ton of stock back and raise the dividend, perhaps substantially. These downgrades, theyre nuts. The stocks finished up 9 cents and 16 cents respectively. Todays downgrade of twitter, the firm notes that the banks that underwrote twitter were lower than the banks that werent involved. These days, everyone has been so burned that the guys who could be seeking more business from twitter arent bothering and theyre willing to risk issuing sell recommendations in what could turn out to be a big name in a couple years. What a change from the old days. Admittedly its a good change from a moral perspective but it didnt happen because the investment banks got ethical. Its because the analysts have been frightened into a permanently more negative mindset, one that we do not share in cramerica. Heres the bottom line. Just when we need a little discipline to stay in stocks that have already run, not sell but stay in, these analysts are falling all over each other to downgrade and get you out, as if things are about to go really wrong. It makes no sense in this bona fide bull market. I say, take them with the same grain of salt that you used to take the cheerleader crowd. Theyre just way too negative for this guy. May i speak to carol in texas . Caller hi, jim. Happy new year from texas. We like the job situation down there. Caller its pretty nice. Folks around here are interested in a local energy stock, xco. About 30 days ago they had a leadership change and now theyve done a rights offering. Im interested in what your thoughts are about the changes at xco and see what you think about how theyll be impacted going forward. I know that the executives bought some on that deal. We have had mixed success with the smaller guys, whether it be sand ridge or halcon. There are so many Big Oil Companies rights now like eog, pioneer, noble. I dont want to buy speculative, because the highest quality stocks are going down. Speculative is just too hard for me. May i go to hunter in florida. Caller hey, jim, how are you . All right, how are you . Caller im doing pretty well. Im really astounded by the new stock epicon. Its relatively new. What do you feel about a long Term Investment . They came up with some news yesterday that showed better than expected results but gave a milestone payment of 25 million from celgene, which already owns 12 . Heres what you do. Sell, sell, sell, sell. With the exception of pharma cyclics and pharmaset its been the right thing to do almost every time. I would take profits. We are in a bona fide bull market here and i think some analysts are forgetting, or theyre taking with a grain of salt. I dont want you to be as negative as the people who work on wall street. Stay with cramer. Announcer coming up, ships in . A new industrial economy is arising from the push to export our abundant natural gas. Cheniere energy stock has more than doubled in the past year, but can the stock soar higher, or could washington pull the plug . Plus, mobile master. Your smart phone has become the center of a land grab for tech dominance. Today one major player may have pulled away from the pack. Cramer thinks this company could be the winner of the move to mobile. Find out who is taking your phone by storm ahead, all coming up on mad money. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Email madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. You know there are some stories that i keep coming back to over and over again on the show. I do that for a reason. Because when you find a major theme that could be a huge multiyear money maker, you want to stick with it. Thats how you make the biggest gains, not trading in and out. Thats why i come back to the domestic oil and gas renaissance. Were sitting on oceans of oil and more particularly natural gas in this country. One important part of this theme is that we literally have more nat gas than we know what to do with. Overseas, Natural Gas Prices are much higher. You have to build big facilities to convert it to a liquefied natural gas form. Thats why im a big backer of lng. Cheniere has two lng export projects and will be completed from 2015 to 2017, and an earlier stage project in corpus christi, texas. Youve got Cheniere Energy partners with a six percent yield. Then last month cqh came public. Cheniere energy rallied 60 in the last 7 months since we spoke to the ceo. I wouldnt be surprised if it has more room to run. The visionary chairman of Cheniere Energy, and lets find out where his company is headed. You offered us a new security. Why would anyone want a new security when we have these other two . Well, as you know, we are engaged in very, very large projects that require a lot of funds. There are different pockets of funds. There is no problem of liquidity, but different people need different things. So we already had a Holding Company lng where we incubate all the projects. We have the Master Limited partnership. It gives you a yield and much more safe type of profile with more limited type of upside. But its designed mostly for retail customers. Real customers, right. Therefore, it limits the ability of the big funds to acquire the yield security. So weve created a situation to provide for these institutional holders, and it will have a similar yield. Lets talk about the company because youve been up to a lot of good stuff since weve seen you last. The new facility, youre going through approval. What does concern me is some of the analysts are skeptical that you will have as many big customers as you had for your previous operation. Theyre all good, big, small. Its all good. Is it possible that the recent one seems smaller than most of the ones youve done . Are you finally starting to run out of customers who want our exported nat gas . No. There is a limitless amount of customers as long as Natural Gas Prices are so disconnected from the alternative, which is oil prices on a global basis. Lets talk about that disconnect. When i spoke to you before you talked about the idea that we have such a surfeit that we flare it. When you go to the atmosphere in space you used to be able to see the lights of major cities but things are burning brighter than our cities. We have two new cities in this country. One in north dakota and one in south texas. I drove around trying to look for them and i couldnt find them. Thats more nat gas than we know what to do with which is why you dont expect the prices of natural gas to shoot up at the conclusion of when you start exporting . Today youre producing gas as a byproduct of 50 percent, 60 percent of natural gas consumed in this country is a byproduct. The key issue is do you have enough profit in the oil prices to continue to produce the oil . If you do that then youve got to find something to do with the gas. A lot of people have been telling me that its logical that we will use natural gas in this country for surface vehicles and it will be much more engrained in our society but it hasnt happened. We have some trucking companies, a couple of waste disposal. Are you surprised that given the huge surplus, that it hasnt been adopted more readily and other countries are ahead of us . I think the answer is in detroit, not in houston or new york. When the Car Companies are focusing on building a natural gas vehicle, you know theyre onto something. They made their bed on electric vehicles. Thats the wave of the future. Could the president change that . Youve met with the department of energy. Do they understand the domestic security concept and the cleaner skies concept . I think our success in this country has been to let the market do what the market will do. It would be a terrible mistake to try to force consequences. But there are Chemical Companies who are still upset with you and the idea that you will upset the pricing scheme making it so that natural gas can go to 56 once youre finished. Only ten percent of the industrial space in this country is energy intensive. 90 percent of the industrial state doesnt care. Thats important because theyre noisy. Financing not a problem. Obviously you were very true to your word. You said im not going to do a secondary offering for lng. That allowed the stock to go up. The demand for your new security is great. The analysts still like what you do. Is this the beginning or is this second project really it and then were done in the cheniere . I have not seen a company that has presented more opportunities. So you are not done . Im not done. The other guys are all still in the planning phase, or the drawing board stage and with the exception of dominion nobody has Broken Ground like you have. Nobody has including dominion. You have multiple years ahead, before anybody else . We have at least two and then the jury is still out. Well see what happens when they start construction. Lets say i go down there in 18 months weve spent 5 billion and we have had 2,000 people. When i say hes adding these new trains and people look at me like, is he norfolk southern, union pacific. These are terms of art. You are Building Structures that do what. Explain this to us. You convert natural gas to liquid. The heart of the system is an aircraft engine manufactured by general electric. Then you build around it, modularly, different components to work through the cooling process, and it ends up looking like a train. So its a kind of a descriptive thats been thrown out there. Yes. What do you think about the future for our country in energy . Youre the guy who called it. People say no one called it. Ive written three articles, no one called it. You stood right here and you called it. Whats the future . Its just astonishing. Were going to be the largest hydrocarbon producer and a significant exporter in a very short time. Look at the rig count, it hasnt changed except for one thing. There are more horizontal rigs every year so the productivity increases. If you look at the statistics from last year, a year ago we had 26 vertical rigs. Now were down to 22 , but with the same number of rigs so were Getting Better at producing oil. We added a Million Barrels a day last year. We will probably add another million to million and a half barrels a day this year. Its the greatest story never told and you were on it the whole way. This is the chairman, president and ceo of Cheniere Energy. Go look at that chart. If you think this is pie in the sky, look at how much money this man has made you. Stay with cramer. Announcer coming up, it took the smart phone by storm, but the stocks big move today could be just the beginning. Find out which app cramer has a positive review on, just ahead. Plus wall street warning. The new year is off and running, but cramer has already spotted a potential pitfall that could ensnare your earnings. Make sure youre not falling victim to this tripwire in the ticker. All coming up on mad money. Yelps the thing. Viewers of mad money know that i have a keen interest in yelp, which soared to an alltime high today. I follow yelp very closely because its all about the holy trinity of tech, the social, mobile and the cloud which is going to be a booming investable theme for many years. The other stock ive been recommending, id like to measure yelps progress because its the first publicly traded website thats better on a cell phone than a computer. For the vast majority including facebook, lets just say its been pretty darn painful. Just yesterday marissa mayer, ceo of yahoo, said the future is in mobile. For yelp the future is now. A great line from lincoln steffens, ive seen the future and it works. Of course he was saying that about the soviet union, admittedly not the best analogue for a social media company. Anyway, yelp has a remarkable Business Model of content married with sales people who try to get the managers of stores, restaurants to advertise the sites. You can find them easily. Of course. Its a virtuous circle. If you get good reviews you can do some business. A not so hot one, its not so good for your business. If your business has good word of mouth, yelp can drive a ton of foot traffic. That is a mobile app and thats the holy grail. How high can yelp go . Think back to what at one time was the most lucrative business around, the yellow pages. Remember them, the yellow pages . At one point you just had to be in the yellow pages if you were going to grow your business. You had to advertise. Yelp is the online yellow pages for this era, and it, too, has the license to print money. Unlike the phone companies where growth was always tampered by heavy regulation, there is no regulation to bother yelp. I can tell you that the company as we heard from its terrific ceo at the dream force conference is expanding nationally and internationally and the stock could be hot throughout this rally. Thats why when jpmorgan revealed proprietary studies that showed yelp doing better than people thought, it rallied close to 72. 40. This stock, which ive been a big supporter for, somehow the analysts thought the quarter was tepid. I think they were influenced by the secondary. Now, how do you value yelp . I think you value it not on earnings, which would be a lot higher if the company wasnt investing so heavily in growth, but on the scale of the size of the business opportunity, which is humongous. Thats the same kind of analyses that allowed us to nail both netflix and amazon. I think the opportunity to be the yellow pages for the whole world is worth more than 5. 2 billion, even though its up billions and billions since it became public. How much more . I think its worth substantially more, even dramatically more. But yelp is not for the squeamish. All that said, now that yelps gotten through the secondary, to me the direction of the stock is clear, higher this company has what the customer wants and what the stock market wants, social, mobile, the cloud. There arent a lot of those options out there which is why yelp is a buy, plain an