Tillman said Marathon is focusing on its top and bottom lines, increasing production growth but also managing its existing wells more efficiently. He said his company is selling off some high-quality assets to concentrate the portfolio on the Eagle Ford, Bakken and Woodford regions of the U.S., a move which will reset the company's growth rate to the upside.
When asked about how much oil and gas America could produce, Tillman explained that since 2011 Marathon has doubled its proven reserves to 2.4 billion barrels in just the three areas it's now focused on. He said there's lots of growth still ahead and energy will be a driving force in the U.S. economy for a long time to come.
Turning to the topic of energy independence, Tillman took a slightly different stance, saying he's not a fan of continental independence because prices will always be lowest trading on the global marketplace. However, he is a big supporter of what he called "energy security," where all of America's energy comes from friendly nations. That scenario is possible, he said, and will fundamentally change geopolitics around the globe.
Cramer said he recommends Marathon because it is inexpensive when compared to its peers.
No Huddle Offense
In his "No Huddle Offense" segment, Cramer opined on the return of the "single-digit midgets," stocks such as Rite Aid
, Alcatel Lucent
, all of which were left for dead but came roaring back in 2013.
Cramer reminded viewers that stocks don't fall into the single digits because things are going well, and most never recover. But in the case of Rite Aid the company transformed into a real competitor and deserves its 308% rise in 2013. Meanwhile, Alcatel fixed its balance sheet and its shares jumped by 227%. Then there's Nokia, which sold its handset business so it could focus on infrastructure, sending its shares up 96% for the year.
Cramer said investors should put no more than 20% of their discretionary portfolios in speculative stocks like these -- but when you get one right, it can make your whole year.
To watch replays of Cramer's video segments, visit the Mad Money page on CNBC
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-- Written by Scott Rutt in Washington, D.C.
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