provide investors with a secure source of dividends, but his investment in north dakota's oil rich bakken shale continues, cramer's looking for companies that are ready to expand. don't miss the ceo of enbridge energy. all coming up on "mad money." >>> moments like this when everybody is terrified that our economy could slide back into a government induced recession next year, i got to start looking at high quality companies that are immunized against this slowing economy. for example biotech companies that can thrive even during a recession, because that's the type of thing you don't cut back on, no matter what. this week we caught one of those medical conferences that will tell you which ones have the most upside. it's the american academy of pharmaceutical companies. i'm highlighting not one but two small cap biotechs. let's start with immunogen. it develops next generation cancer drugs that allow chemotherapy agents to directly target a tumor. immunogen rose from $11.50 to about $18 on bullish expectations about a breast cancer treatment. then at the end of october, the stock got pulv

most of that thanks to eog's huge positions in the bakken and eagle ford shales. incredible production growth. if north america ever gets energy independence we will look back at eog as being responsible for that development. eog has given a nice 14% gain since the last time we spoke with the ceo in may. even though it's a few point off its high i think it's pretty darn cheap on a growth basis. with a 22% long term growth record, rates you don't usually speak of oil companies like a drug company or like a big industrial growth company but these guys are. let's talk to mark papa, chairman and ceo of eog resources. welcome back to "mad money." >> good afternoon, jim. >> all right. you got a chart in your most recent presentation says u.s. horizontal crude oil growth 2005 to 2012 bakken and eagle ford equal 80% of prudhoe crude oil production. isn't this chart a chart of almost everything that you've done? because how many other companies have your growth in those two fields? >> well, it is true that we're the ones that found those two horizontal plays. and we have t

regulatory burden on manufacturing escalated and say the one thousand aerial tour of burden was huge in the bakken in the in the ninety's and fifty's because in their active area water act it destroyed the shoe industry in massachusetts nonsense what destroyed the history was that was the end of tariffs on shoes and it's my favorite example is shoes now now because i mean a river i mean you can swim the top river now you couldn't in one thousand nine hundred two but but you can you can make sure this is how this works out but it's sort of making a point so what that isn't. you know completely bored of this. in order to have our manufacturing base back is that is that where the argument i'm not sure if that's where you want to go but i mean if you don't say that it was all let me let you there was a regulatory i think we can address right in lies mark you want to tell us if i could let me let me move is already where everything i think it's time to leave in the two minutes we have and they've got a segment do you all know every does everybody here understand what about taxes a value added tax or ar

it has more reserves than the bakken in north dakota and texas reserves put together, but questions whether the california environmentalists will allow us to go after. >> paul: i think the answer is no. jason, keep the good news coming. >> there was a lot of good news on the education front. the education reform front i should specify and a ballot initiative in the united states, and one with no charter schools at all. would allow the creation of them. in georgia, a ballot initiative that would expand the current number in that state and in louisiana, a state wide voucher program expanded, signed into law by governor bobby jindel. good news on getting people without access to public schools better access. >> paul: why this momentum now for school choice, whether charters or vouchers? what's behind it right now? >> i think it's the track record of the system. the status quo. and the more we talk about the reality of options out there for people, paul, in georgia, one in three high school freshmen does not graduate in four years. i mean, it's incredible. in news news, something like 36% of sc

anyway -- kansas city southern also saw some exposure to the bakken shale. they found so much oil, they need to ship it via train in order to get a decent price because there's not enough pipe yet, not enough pipe laid from north dakota to the rest of the country. and the company owns half of the panama canal railway which provides ocean to ocean service along the canal. they have fantastic management. ceo david starling was named railroader of the year for 2012. this stock is taking you for a fabulous ride. i got the idea from brian ashenberg who writes the newsletter for the street.com. he gave us a lot at a really low price, a lot of good ideas. brian first got buying kansas city southern a while ago. the stock's given his news letter 360% return, but the stock's only up 14% in the last 12 months. i think many of the earnings estimates could be way too low. the consensus is for kansas city southern to earn $5.32 in 2013. nobody in the rail business has anywhere near that kind of growth. credit suisse sees an additional $1.60 earnings per share by 2015, th

anyway -- kansas city southern also saw some exposure to the bakken shale. they found so much oil, they need to ship it via train in order to get a decent price because there's not enough pipe yet, not enough pipe laid from north dakota to the rest of the country. and the company owns half of the panama canal railway which provides ocean to ocean service along the canal. they have fantastic management. ceo david starling was named railroader of the year for 2012. this stock is taking you for a fabulous ride. i got the idea from brian ashenberg who writes the newsletter for the street.com. he gave us a lot at a really low price, a lot of good ideas. brian first got buying kansas city southern a while ago. the stock's given his news letter 360% return, but the stock's only up 14% in the last 12 months. i think many of the earnings estimates could be way too low. the consensus is for kansas city southern to earn $5.32 in 2013. nobody in the rail business has anywhere near that kind of growth. credit suisse sees an additional $1.60 earnings per share by 2016, th

we had gone to the bakken. they are talking about how the storms that kept their drilling down, that the storms ended. nobody cared. then the stock took off when they told you that business is big and booming. the bottom line -- we look for signals about the future of these calls. particularly about upcoming catalysts that will move the stocks later on. making them solid buys on any short-term decline because it wasn't better than expected. try to measure confidence about cash flow that could ultimately trigger rising dividends. the best source of wealth that stocks can give us. remember, dividends pave the way for thing to get better. there is no better way to find out about the prospects for increased dividends than to listen in on the earnings calls. stick with cramer. >>> from our family to yours. happy holidays, cramerica. peace and prosecutes parity from all of us here at "mad money." >>> signature on the sidelines because of the uncertainty in the markets? >> thanks for turning my portfolio from mean to

in the bakken. chris in north dakota. what's up, chris? >> caller: boo-yah, jim. >> boo-yah, chris. >> caller: i need your help. stock lexmark. ticker lxk. wondering if it's time to take profits on that one. with the fiscal cliff coming are -- >> i don't know a soul that has profits in this thing. >> sell sell sell. >> this is what i call a declining secular story. i don't want you anywhere near lexmark. i want to go to doreen in florida, please. >> caller: that's me. mr. boo-yah? >> yes. mr. boo-yah himself. dr. boo-yah. >> caller: good luck, dear. this is doreen. >> thank you. >> caller: i would like to know about your intel. i heard some rumors about it. and you gave me that stock ten years ago, and i did very well. >> ten years ago, the pc was in its ascendance. now the pc is in secular decline, and that makes it so intel's a very tough one to own. i am not going to tell you to buy it. as it is, even the semiconductor companies that are doing very well are going down. i'm not venturing into the intel, which indeed was, doreen, as doree

it's split into two, and it's got great bakken assets, worth between $70 and $75, right now, maybe even more, but they haven't pulled the trigger. jim in florida, jim? >> caller: jesse james cramer, crazy horse from florida. i just started working the market about two years ago so i'm a newbie. i've made good 20% profits with ebay and century link. i'm looking to buy more, leaning towards about a 3 to 1 ratio on ebay, less on centurylink. give me your opinion jesse james. >> bingo, you're on, i would do the same. if it ain't broke, don't fix. you've got the right proportion and the right stocks and i bless it. jeff in florida, please, jeff? >> caller: hi, jim. hey, first-time caller, big fan of you and the show. >> thank you. >> caller: and my stock is annaly capital. >> that's a tough one. mike farrell has a great team, but that group is hard to own, particularly with the federal reserve keeping rates low. right now i'm on hold. robert in new york. robert? >> caller: in september, sandstone gold was riding around 13, and you were extremely bullish on it. last month you reviewed it and

anyway -- kansas city southern also saw some exposure to the bakken shale. they found so much oil, they need to ship it via train in order to get a decent price because there's not enough pipe yet, not enough pipe laid from north dakota to the rest of the country. and the company owns half of the panama canal railway which provides ocean to ocean service along the canal. they have fantastic management. david starling was named railroader of the year for 2012. this stock is taking you for a fabulous ride. i got the idea from brian ashenberg who writes the letter for the street.com. he gave us a lot at a really low price, a lot of good ideas. brian first got buying kansas city southern a while ago. the stock's given his news letter 360% return, but the stock's only up 14% in the last 12 months. i think many of the earnings estimates could be way too low. the consensus is for kansas city southern to earn $5 in 2013. nobody in the rail business has anywhere near that kind of growth. credit suisse sees an additional earnings per share by 2016, thanks to this traf

it's split into two, and it's got great bakken assets, works between $70 and $75, right now, maybe even more, but they haven't pulled the trigger. jim in florida, jim? >> caller: jesse james cramer crazy horse from florida. i just started working the market about two years ago so i'm a newbie. i've made good 20% profits we bay and century link. i'm looking to buy more about a 3 to 1 ratio on ebay. and centurylink. give me your opinion jesse james. >> bingo, you're on, i would do the same. if it ain't broke, don't fix. you've got the right proportion and the right stocks and i bless it. jeff in florida, please, jeff? >> caller: hi, jim. hey, i'm first-time caller, big fan of you and the show. >> thank you. >> caller: and my stock is annaly capital. >> that's a tough one. mike farrell has a great team, but that is hard to own, particularly with the federal reserve keeping rates low. right now i'm on hold. robert in new york. robert? >> caller: in september, sandstone gold was riding around 13, and you were extremely bullish on it. last month you reviewed it and gave it a bearish signal. w

in the bakken. chris in north dakota. what's up, chris? >> caller: boo-yah, jim. >> boo-yah, chris. >> caller: i need your help. stock lexmark. ticker lxk. wondering if it's time to take profits on that one. with the fiscal cliff come g are -- >> i don't know a soul that has profits in this thing. >> sell sell sell. >> this is what i call a declining secular story. i don't want you anywhere near lexmark. i want to go to doreen in florida, please. >> caller: that's me. mr. boo-yah? >> yes. mr. boo-yah himself. dr. boo-yah. >> caller: good luck, dear. this is doreen. >> thank you. >> caller: i would like to know about your intel. i heard some rumors about it. and you gave me that stock ten years ago, and i did very well. >> ten years ago the pc was in its ascendance. now the pc is in secular decline, and that makes it so intel's a very tough one to own. i am not going to tell you to buy it. as it is, even the semiconductor companies that are doing very well are going down. i'm be venturing into the intel, which indeed was, doreen, as doreen