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Jim Cramer’s ‘Mad Money’ Recap: Where You Can Be Making Money Today

Tuesday, December 16th, 2014

Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) -- If things are really so bad, then why are so many good things still happening? That was the question Jim Cramer posited to his Mad Money TV show viewers Monday as he cited just a few examples of stocks that aren't tied to the Russia and are still making investors money. Petsmart was first positive on Cramer's list. The company announced an $8.3 billion tender offer, making it the largest leveraged buyout of the year. Then there's Riverbed Technology , which announced its taking itself private at $21 a share. Cramer said neither of these companies is anything spectacular, yet their shareholders were rewarded handsomely. Must Read: Jim Cramer’s 4 Best Stock Picks for the Health Care Sector Cramer also noted positive news on iPhone sales, which led to gains in Cirrus Logic , Skyworks Solutions and, of course, Apple , a stock Cramer owns for his charitable trust, Action Alerts PLUS. Also in the positive column today was Bob Evans Farms , which announced the resignation of its CEO thanks to activist investor pressure; Honeywell , which reaffirmed its guidance; and Alcoa , which announced the purchase of a German company. Maybe things really aren't as bad as the headlines tell us, Cramer concluded. Yes, some stocks are tied to Russia and the global economy, but clearly these names aren't. Executive Decision: Klaus Kleinfeld For his "Executive Decision" segment, Cramer spoke with Klaus Kleinfeld, chairman and CEO at Alcoa , on the heels of the company's acquisition of Tital in Germany. Kleinfeld said that while the Tital acquisition was a fairly small one for Alcoa, it does play into two important themes for the company: aerospace and Europe. He noted this is the second acquisition Alcoa has made this year. Kleinfeld also noted that Alcoa is not giving up on organic growth and is actively expanding its capabilities in many areas to become more competitive. Alcoa continues to bring new, lower-cost facilities online and continues to close older, higher-cost ones. When asked about new technologies, Kleinfeld said that in addition to constantly striving to make stronger, lighter materials more affordable for a variety of applications, Alcoa also uses technology such as 3-D printing to help speed up the process of prototyping. He noted that 3-D printing is only beginning to realize its full potential. Cramer said he continues to be a fan of Alcoa. Must Read: Buffett and Billionaire Investors Look to Oil, Health Care and Spinoffs in 2015 Illogical Linkage How can cheaper oil prices be so bullish for the U.S. economy yet so bearish for U.S. stocks? Cramer said investors would have to be out of their minds to not see that paying less at the pump and less for heating oil is a good thing. They'd also have to be blind to not see that lower oil prices are great for industrial companies, chemical companies and anyone that has to ship things over great distances. Yet, as oil prices continue their slide lower, so, too, does the stock market, despite the fact that this newfound oil stimulus is far more broad and effective than the one President Obama signed into law back in 2009 at the onset of the recession. Cramer said this illogical linkage between oil and stocks won't be broken anytime soon, which means investors can only wait for prices to fall far enough where oil simply won't matter anymore. Only then will the madness end and sanity return, he concluded. Executive Decision: David Cote In his second "Executive Decision" segment, Cramer sat down with David Cote, chairman and CEO of Honeywell, another company with a great read on the state of the global economy going into 2015. Cote said that Honeywell is doing "pretty good" relative to everyone else with its 4% rise in organic sales growth. He said that while places like Russia and Brazil make him nervous, Honeywell was able to forecast and prepare for the weakness currently seen in the Europe. Turning to the U.S., Cote agreed with Cramer that lower oil prices are a good thing. He said GDP growth matters and oil over $100 a barrel was a drag on GDP growth in our country. With oil at $50 a barrel, there may be a crimp in some of Honeywell's energy businesses, Cote continued, but for other areas, like aerospace, it will only accelerate growth. When asked about the company's use of its cash, Cote said he's always been a fan of mergers and acquisitions when applied in a systematic fashion. That's why Honeywell has done 80 deals over the past 10 years, deals that have added over $12 billion in sales. For all these reasons, Cramer said Honeywell remains one of his "absolute favorite" companies. Must Read: How Mexico, Not Saudi Arabia, Could Drive Oil Prices Higher Lightning Round In the Lightning Round, Cramer was bullish on American International Group , WhiteWave Foods , Taser International and Magellan Midstream Partners . Cramer was bearish on Ambarella , Marathon Petroleum , Sturm Ruger and Weatherford International . Executive Decision: Burton Goldfield In a third "Executive Decision" segment, Cramer sat down with Burton Goldfield, president and CEO of TriNet , the employee benefit manager that's seen its shares pop 37% since Cramer last checked in on May 13. Shares of TriNet currently trade at 21.6 times earnings. Goldfield said investors should ignore the headlines because small business is alive and well here in the U.S. He said TriNet is seeing growth across all its industries, from hospitality to hedge funds and law firms. Goldfield said TriNet is now the HR department for over 10,000 companies across the U.S. and is helping all of them deal with the increasing complexities of managing payroll and benefits. HR is finally becoming cool, Goldfield quipped, noting that as companies get more overwhelmed, they increasingly want to talk to TriNet. Cramer said that while TriNet didn't have the hottest IPO of the year, the stock has been a real winner ever since. Must Read: Why the Federal Reserve Needs to Start Raising Interest Rates Now To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC

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Jim Cramer’s ‘Mad Money’ Recap: Who Needs the Fed When U.S. Has Growth and Profits?

Wednesday, November 26th, 2014

Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) -- The Federal Reserve isn't the deciding factor in our stock market anymore, Jim Cramer told his Mad Money viewers Tuesday. The deciding factors are growth and profits, and the U.S. has them in spades while everyone else doesn't. Cramer said today's news U.S. GDP grew by 3.9%, the fastest back-to-back quarters in over three years, is proof the market's rally is backed by higher corporate profits and the fact that consumers feel wealthier, more secure and more confident. Must Read: 10 Stocks George Soros Is Buying All that wealth and confidence is great news for the economy, Cramer continued. It means more homes being built, more businesses being started and more people being hired. It also means the market's rally is self-sustaining despite the bears who have been saying for years that all would be lost once the Fed stopped its bond buying. But for as good as things are here in the U.S., they're not that good overseas. That means international money continues to flow into stocks like Apple , a stock Cramer owns for his charitable trust, Action Alerts PLUS, because Apple still only trades at 15 times earnings even though shares are up 47% for the year. Off the Charts In the "Off The Charts" segment, Cramer went head to head with colleague Mark Sebastian over the chart of CBOE Volatility Index   to see what it might be telling us about the direction of the overall markets. Sebastian noted that while the VIX remains at historically low levels and all of the volatility from a few weeks ago has vanished, the VIX still trades nearly two points higher than it did in June and July -- the last time the markets marched higher. So why is there more fear now than over the summer? Sebastian felt that investors must still be worried an interest rate hike may be coming in mid-2015. But that's not going to happen, according to Sebastian. The dollar remains at multi-year highs while commodities from oil to corn to soy are at multi-year lows. While top-line unemployment may be falling, the underlying metrics show many workers are only working part-time, leading to a total lack of wage inflation. Sebastian felt the increase in the VIX is simply the markets lagging the latest thinking on interest rates. Once the market realizes rate hikes are not on the horizon, the VIX will fall, sending stocks even higher. Cramer said he agreed with Sebastian's analysis. Must Read: Why the U.S. Economy Is So Much Stronger Than Anyone Expected Should You Buy Dave & Buster's? Is the newly minted stock of Dave & Buster's worth owning? Cramer took a look at this stock, which rallied 8% on its initial public offering and has been up another 25% since then. Dave & Buster's currently operates 73 casual dining centers across the U.S. Cramer said investors can think of them as a Chuck E. Cheese for adults, with locations including a restaurant and bar as well as a gaming center that accounts for 50% of revenue. Since 2011, Dave & Buster's has averaged 3% same-store sales growth at a time when most casual dining franchises deliver around 1.5%. In its most recent quarter the company posted 5.7% growth, with private parties and special events accounting for 12% of sales. Management feels the chain could expand to 200 locations in the U.S., with another 50 overseas, leaving the company a lot of room for growth, Cramer said. The stock, however, trades at 26 times forward earnings with a PEG ratio of 1.3, making shares a little on the pricey side. Cramer said Dave & Buster's is worth owning going into the end of the year, but only using limit orders to buy on weakness. Executive Decision: Irwin Simon For his "Executive Decision" segment, Cramer sat down with Irwin Simon, chairman, president and CEO of Hain Celestial , a stock that's jumped 13% since Cramer last checked in three months ago. Simon said consumers continue to demand more healthy and organic food, which is why Hain expects to sell 1.5 million organic turkeys this Thanksgiving. He said Hain has never seen demand so strong. When asked about changing consumer tastes, Simon said consumers want to know what they're eating and they're willing to pay a little bit more for better options. Consumers don't want processed foods or sodium or high fructose corn syrup, they want the kinds of products Hain offers every day. Is Hain worried about competition? Simon said absolutely not. Hain can't change the way the world eats all by itself, he continued. Everyone needs to get involved and spread the word. Cramer said Hain remains a terrific stock investors need to consider. Must Read: Three Major Mistakes OPEC Made and Why an Oil Output Cut Won't Happen and Wouldn’t Help Lightning Round In the Lightning Round, Cramer was bullish on Alcoa , Skyworks Solutions , Intel , Hasbro , Enterprise Products Partners and Alliant Techsystems . Cramer was bearish on Advanced Micro Devices , LeapFrog and Freeport-McMoRan . No Huddle Offense In his "No Huddle Offense" segment, Cramer pondered whether $75-a-barrel oil is the sweet spot where supply and demand are finally in balance. Cramer said it's clear that domestic demand for oil is on the rise, while everywhere else in the world its declining. That increased U.S. demand is being fed by a constant uptick in U.S. production, which will likely result in the U.S. importing just one million barrels a day from OPEC, down from over 5.5 million barrels just six years ago. And what about OPEC? Cramer said the member nations can't support lower prices for long, so a production cut will have to happen soon, putting a floor under the price of oil. Many bears feel lower gasoline prices are only a blip, but Cramer said the data do not support that. Even at $75 levels it's still economical for our oil shale revolution to continue, and that means great things for the U.S. economy. Must Read: Samsung Galaxy Note Edge Review: Is It the Best Android Smartphone Ever? To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC

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Jim Cramer’s ‘Mad Money’ Recap: Here’s Where Money Managers Should Put Their Money

Tuesday, November 25th, 2014

Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) -- "Give me a good thesis and I'm a buyer," say the money managers, according to Jim Cramer. He said on Mad Money Monday the money managers are desperate for new ideas and need to put their money to work. Fortunately, the markets are giving them plenty to like. Technology is a logical place money managers look, Cramer explained. Apple shares are rising, and that's good news for Skyworks Solutions , Western Digital and Sandisk  along with Cisco Systems . Must Read: 10 Stocks George Soros Is Buying What about the Internet stocks and social media? All of the restaurants and retailers are moving their advertising to the Web, which makes Facebook and Google , two stocks Cramer owns for his charitable trust, Action Alerts PLUS, a safe bet. Many investors have given up on the banks, Cramer said, but stocks like Bank of America , another Action Alerts PLUS holding, up only 10% for the year, show the whole banking sector remains very cheap. Cramer said money managers also have a lot to like in health care, with Cardinal Health and biotechs like Celgene leading the charge. Even the industrials are inexpensive, Cramer said, and the expectations for that group remain very low. As for energy, the energy stocks have been getting pummeled, but one would have to believe that OPEC will be cutting oil production soon and allowing a floor to develop in the oil patch. Add all these positives and you've got a recipe for higher stock prices going into 2015, Cramer concluded. Defending Dow What does a CEO have to do to quell the discontent of activist shareholders? That was the question Cramer posed after hearing that Dow Chemical is yielding two of its board seats to activist investor Dan Loeb's hedge fund. Cramer called the smear campaign to obtain these board seats vicious and totally uncalled for. Dow, an AAP holding, is up 18% so far in 2014 and is leading the chemical sector higher. While it's true that Dow stumbled during the onset of the recession and did cut its dividend, a move its CEO said would never happen, Cramer noted Dow has been climbing for the past three years and has done a remarkable job restructuring, boosting its dividend and buying back its own stock. Cramer said in the old days, when a hedge fund didn't like a company it sold the stock. Nowadays, the hedge funds are powerful enough to force change, even if change is not warranted. Activsts are going after Zoetis , a stock that's up 36% in 2014, and Pepsico , up 19%. Why not go after Coca-Cola , which is only up 7% and shows no signs of turning around, Cramer asked? Must Read: How Apple Is Absolutely Poised to Win Black Friday 2014 Buying L Brands Just because fewer people are shopping at your local mall doesn't mean that every mall retailer is suffering, Cramer told viewers. That's certainly the case with L Brands , purveyors of Victoria's Secret and Bath & Body Works, a stock that's once again flirting with all-time highs. Cramer said even though the stock of L Brands has had a monster move higher, it's still worth owning because the company has both strong brands and stellar execution. When L Brands last reported, it delivered a 3% pop in same-store sales at Victoria's Secret and 7% at Bath & Body Works, in addition to a 130-point increase in their gross margins, all while drawing down inventory by 12%. How is L Brands able to execute so flawlessly? Cramer said the company credits its speed. By executing faster, it can both respond to trends faster and fix mistake faster, leading to less excess inventory and few discounts. With Victoria's Secret the leading lingerie retailer in America and Bath & Body Works commanding a 20% market share, Cramer said it's clear that L Brands is in control of its own destiny. The stock may be up 29% for the year and trade at 21 times earnings, but the estimates are likely still too low, Cramer concluded, meaning this is a buy on any weakness. Why Cramer Loves Regeneron Can a stock that's up over 8,000% over the past nine years still have room to run? It can if the stock is Regeneron , a stock that's not done going higher by a long shot, according to Cramer. Cramer explained that Regeneron is undergoing a remarkable transformation from a one-trick pony with its drug Eylea, to a pharmaceutical powerhouse, thanks to what Cramer deemed "the best pipeline in biotech." Cramer said that Eylea is already a $1.7 billion franchise with new indications for diabetic patients coming soon. But beyond that Regeneron has a Phase III drug for dermatitis under development that also treats other auto-immune disorders like asthma. That could be another $2.8 billion opportunity. Then there's Regeneron's anti-cholesterol treatment, which could see approval by summer 2015. Cramer pegged that opportunity at $4.3 billion in peak sales. Finally, Regeneron has an arthritis treatment in the works, with approval expected in 2016. Add another $4 billion potential there. All told, Cramer said this $1.7 billion company could be an $11 billion company in just a few years time. The stock is not cheap at 34 times earnings, Cramer admitted, but its potential is huge. Must Read: 5 Rocket Stocks for Gluttonous Turkey Day Gains: Boeing and More Lightning Round In the Lightning Round, Cramer was bullish on Quintiles Transnational , McKesson , Hanover Insurance Group and Kinder Morgan . Cramer was bearish on Cliffs Natural Resources , IMS Health Holdings , Gilead Sciences , Cenovus Energy and Twitter . No Huddle Offense In his "No Huddle Offense" segment, Cramer sounded off against those who cry foul at companies' capital allocation plans, saying that it's better to invest in growth than buy back stock and increase dividends. Cramer said many companies are already fully funding their growth plans and still have cash to burn, so why not reward shareholders with big buybacks and dividends? Yahoo! and Apple are two such companies that are doing all the right things with their cash, Cramer noted. Do we really care how a company creates value, Cramer asked? Not really. Must Read: Starz May Finally Be Sold in Yet Another Killer Deal for John Malone To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC

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Jim Cramer: Which Stocks Stand Out as Winners? Here’s My List

Tuesday, November 18th, 2014

NEW YORK (Real Money)  -- Now, knee-deep in November, we are getting the outlines about how this year is going to end and what stocks are going to be bought on any deep going into the homestretch. You can see it just by paging through the charts, as I like to do on Sundays. The collection of "what's working" is so powerful -- some would say so extended if they were bears -- that they are imprinted deep in the money manager psyche. What stands out? Must Read: 12 Stocks Warren Buffett Loves in 2014 First, and the strongest by far? Health care and health care-related companies away from the major pharmaceutical companies. The outperformance of everything in this group is so strong that it's almost freakish. It's almost dangerous not to be overweight in these stocks going into the end of the year. Of course, this group's strength is a bit of a conundrum. Those money managers who think that our economy is very strong would never choose to be big in these stocks. But if a money manager takes a global perspective and considers European weakness, Chinese slowdown and now a new Japanese recession, then the dialogue changes and these stocks are ideal counters to worldwide weakness. Now considering the heights with which this Allergan  situation has arrived with the potential Actavis bid, you can say that anything that looks or acts even remotely like Allergan, with its ophthalmological franchise and Botox businesses, is going to go higher. That stock, which has more than doubled from a year ago, shows that even after a big run the company remained undervalued to another company and I think that's the undercurrent of the whole group. Put simply, every CEO in this industry wants to buy the other companies in his industry and be a consolidator, and the consolidator will almost immediately be rewarded with a higher stock price. When you consider that Valeant and Actavis have been terrific performers as long as they have remained acquisitive, it explains a lot about what's going on in the group. How many groups have solid earnings and ample takeover prospects, where both the acquirer and the target go up? This is about it.  Must Read: 5 International Stocks to Buy for Breakout Gains This Week: Diageo and More There are so many strong stocks in this group that it's hard to distinguish among them. For example, any medical equipment company -- Bard , Becton Dickinson , Medtronic , Edwards Lifesciences -- you can throw darts at them and they will hit. Or how about the absurd moves -- only way to describe them -- in Henry Schein , Dentsply  and Patterson Companies -- all three decent growers with high price to earnings multiples that are loved beyond belief. I recently interviewed Stanley Bergman, the CEO of Schein; while the company did have a nice acceleration in sales, the market has simply decided that this company and its ilk are wonder growth stocks. The health maintenance organization cost containers are periodically met with downgrades, but it doesn't matter. They are widely perceived as big winners under the Affordable Care Act and these endless valuation downgrades just aren't taking hold. But the best of the best? The same as always, the trio: Cardinal Health , AmerisourceBergen and McKesson . These three companies can never do anything wrong in the eyes of Wall Street. Nothing. They are simply worshipped for their consistency and their constant beating of numbers. I have to tell you that if I were at my old hedge fund, I would simply be buying deep in the money calls on all three or the ride to year-end, that's how entrenched they are on the buyside of the ledger. I would add that calls on Edwards Lifesciences, long one of my favorites, would be terrific, too. Who doesn't want to show that they owned a position in a stock that's gone up 89% this year? The second group that seems to know no bounds now? Retail. I think it took a little while for it to dawn on people how profound the decline in the price of gasoline is for these companies. Between weather and Amazon , many of these companies haven't had a break in years. But if you look at the stocks of Wal-Mart and Target  long the laggards, you can see something really exciting developing here. These one-time growth stocks are growing again. Now I think that when Target reports this week we will still see plenty of problems. I don't expect that Brian Cornell has gotten his hands wrapped around all of the issues, dowdy stores, poor food selection, and the ridiculous Canadian expansion where they opened 125 stores in one year. Just that latter problem is pretty intractable, at least in the face of it. Consider that Nordstrom worked hard for years to make its first Canadian incursion, a store in Calgary, a winner from the get-go. One store! Target could be in retreat for years. Must Read: How IBM Intends to Reinvent Work Email for the 21st Century But it might not matter. Both Macy's and Nordstrom guided down and it didn't matter. Wal-Mart rallied huge on a percent comp gain. The dollar store stocks have rallied mightily even as they battle over Family Dollar . Both Dollar General and Dollar Tree seemed bent to go higher in part because either one wins in this low gasoline environment. I was incredulous that someone would downgrade TJX and Ross this week as they are prime beneficiaries but then again the analyst had a hold on them for much of this run so credibility is in question. It's not just apparel retail or dollar retail. The auto parts retailers, namely O'Reilly Automotive , the always maligned but ever powerful Autozone and even auto retailers CarMax and AutoNation are being lifted by gasoline. It is not at all ironic that Ford and General Motors act terribly: they are huge international companies that are part of the larger morass that drives people toward the domestics anyway. In other words investors would rather play Ford through Carmax and GM through Autonation any day of the week. To me the market has anointed a clear winner here, too: Costco . It is the one to own calls in as managers pile into it to show their brilliance. Oh, and if it stays cold, then the one to own is North Face parent, VF Corporation , although that's a common stock play, not an options one as that doesn't have the volatility required for a good call trade. Restaurants, the twins of retail, all act well. I like Jack in the Box , which reports this week as well as Chipotle , Fiesta Group , Mcdonald's , Brinker and Darden . All in all, though it is really hard for a restaurant to screw it up in this environment.   It's always difficult to figure out what people will do with those spare dollar but the market's saying that besides discretionary goods, there will be materials and equipment bought to make their houses better. Stanley Works, Whirlpool , Sherwin Williams , Jarden , Keurig Green Mountain Coffee , these are all part of that thesis. We will learn more when we hear from Home Depot and Lowe's later in the week but all of these are getting a second wind once associated with lower rates, but in a much more profound way because everyone gets to take advantage of the gasoline decline but not everyone gets approval for a refi. As long as gasoline goes down, airlines will go higher. They are all systems go and while I know we aren't used to seeing these stocks have multi-quarter runs, you're your principal cost goes down sharply while you are raising ticket prices because of demand then your stocks are going to be cheap pretty much no matter what. American Airlines  is trading at 8x an estimate that I think will prove way too low. How is that something not worth owning? There are other much loved stories in the transports. The rails can't do any wrong even when they aren't blowing the numbers away...and they aren't. UPS  preannounced a weak number and the stock barely blinked while FedEx (FDX) was flat. These are amazing developments in themselves yet people seem almost inured to amazing developments. Everything else is pretty "smattering," as a smattering of insurers keeps going higher, as well as semiconductor equipment stocks as well as a few standout techs: Apple  , Microsoft  and Yahoo!  . Some industrials have a halo: notably, 3M  , Snap-On , International Paper  , Honeywell   and Illinois ToolWorks  -- I would buy them into, say, Japanese-related weakness. And people like a couple of consumer product groups stocks in part because they, too, benefit  from raw cost and transport decline: Kimberly  and Pepsico  stand out as does Dr Pepper Snapple  , Mondelez  , Procter & Gamble  , and Clorox  . I think these fit well if you think that the U.S. could be slowing down or if you think the oil decline's caused by weakness in demand, something I disagree with, but to each his own. All in all, the charts say one thing and one thing only: Weakness must be bought and these are the groups you buy into. It's the way of the business; always been, always will be.  Must Read: Why Apple's Swift Programming Language Is a Diamond In the Rough Action Alerts PLUS, which Cramer co-manages as a charitable trust, is long GM, MCD, AAPL, MSFT.  Editor's Note: This article was originally published at 4:33 a.m. EST on Real Money on Nov. 17.

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Oil Pushes Stocks Lower; Fashion Stocks Move On Heels of Earnings

Tuesday, November 4th, 2014
U.S. stocks ended trading on this midterm election day mostly lower. The blue chips however did manage to close in the green.

Jim Cramer’s ‘Mad Money’ Recap: Here’s Why the Bears Were Dead Wrong

Friday, October 31st, 2014

Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) -- You'll never hear an apology from the bears when they're wrong, Jim Cramer told his Mad Money viewers Thursday as he called out all those who have been predicting doom and gloom as the Federal Reserve ends its bond buying program. Cramer said the critics of the Fed's quantitative easing had a laundry list of negatives that were supposed to happen, including runaway inflation, soaring interest rates and plummeting stock prices, to name a few. But in reality, the bears have been dead wrong. Cramer said now that the Fed's stimulus is behind us, our GDP grew at a respectable 3.5%, with almost no signs of inflation. As for interest rates, they remain super low, making it a great time to buy a home or finance a car or truck. What about those plummeting stock prices? Most stocks seem to be doing just fine. Must Read: 7 Stocks Warren Buffett Is Selling in 2014 Cramer went on record praising the Fed for a job well done. Thanks to its keen eye on the economy, he said it's a great time to buy technology stocks including Apple , a stock he owns for his charitable trust, Action Alerts PLUS. Cramer also gave the nod to the biotechs, reiterating buys on Celgene , Regeneron , Gilead Sciences and Biogen Idec . So Cramer said while the bears will never admit they are wrong, mainly because they're still hoping they're right, the rest of us should stay the course and keep buying into weakness. Executive Decision: Strauss Zelnick In his first "Executive Decision" segment, Cramer sat down with Strauss Zelnick, chairman and CEO of Take-Two Interactive , which last night posted a 44-cents-a-share loss, which was better than analysts were expecting, along with higher revenue and a guidance bump for 2015. That news sent shares up 11% on the day and a full 46% since Cramer first recommend the stock back in January. Zelnick said that while many analysts have traditionally felt the video game business is all about generating hit after hit, Take-Two actually derives 30% of its revenue from its expansive back-catalog of games, music and merchandise. Zelnick said he has high hopes for the next installment of the Grand Theft Auto franchise, and expects the current game console upgrade cycle to be just as exciting as the last. He also noted the broadening appeal of gaming, with 48% of Take-Two's customers now being women. Finally, when asked about the company's growing balance sheet, Zelnick said Take-Two now has enough cash to make acquisitions as well as invest in the existing business and still have money to buy back stock. Cramer said that he remains a big fan of Take-Two. Must Read: What the Strong GDP Report Is Really Saying About the Economy Best of Breed Stocks Best of breed stocks don't stay down for long, Cramer reminded viewers as he highlighted just a few names from the market's recent dip that are now well on their way towards a recovery. Cramer said you never know when Bristol-Myers Squibb will have positive things to say about its anti-cancer drugs, but when it does, you get a 9% pop like we saw today. Then there's Chipotle Mexican Grill , which worried investors with "cautious guidance" but now is well on its way back to where it was before it reported. Other Cramer faves include Honeywell and 3M , companies that innovate regardless of the economic environment. He was also bullish on Action Alerts PLUS names Facebook  and Starbucks . Executive Decision: James Foster In his second "Executive Decision" segment, Cramer spoke with James Foster, chairman, president and CEO of Charles River Labs , which just delivered a 6-cents-a-share earnings beat, sending shares up 2.6%. Shares of Charles River are up 7% since Cramer last checked in this past August. Foster touted his company's acquisition in April of ChanTest as being a big driver of growth for Charles River going forward. He explained that ChanTest allows drug targets to be discovered without the need for animals. Once these targets are identified, drug companies can hone in on these areas faster. Foster called the acquisition a wonderful addition to their portfolio of services. Foster also commented on the recent Ebola outbreak, saying Charles River did help in testing some of the drugs that are now being used to treat the disease. Cramer said Charles River had a great quarter and made a great acquisition. With so many drugs needing their help in discovery and development, owning this stock makes a lot of sense. Must Read: Why Nintendo and Microsoft Are Diving Head-First Into the Health-Tech Business Lightning Round In the Lightning Round, Cramer was bullish on Wabash National , Schlumberger , MGM Resorts , Alliant Techsystems , Energy Transfer Partners and United Parcel Service . Cramer was bearish on Armour Residential , Westport Innovations , Melco PBL Entertainment , Diamond Offshore and YRC Worldwide . Executive Decision: Mike McNamara In a third "Executive Decision" segment, Cramer sat down with Mike McNamara, CEO of Flextronics , a stock that trades at just nine times earnings despite just delivering a 2-cents-a-share earnings beat and having a monster stock buyback program. McNamara said if there's one thing Flextronics has gotten really good at it's generating a lot of free cash flow. That's how the company has been able to continue buying back so much of their own stock over time. When asked about the company's exceedingly strong results, McNamara noted that the windfalls came from execution. As a modern-day supply chain company, if you complete more items you get paid faster, and that's what happened this quarter. With Flextronics having its hand in many industries -- from medical devices to automotive, aerospace and technology -- McNamara said he's seeing the global economy as stable and not falling apart. Finally, when asked about the wearable device market in particular, McNamara noted that Flextronics currently makes more wearable devices than anyone in the world and is rapidly streamlining operations to make even more items as fitness trackers and smart watches go mainstream. Cramer said he likes all of the industries in which Flextronics participates and continues his recommendation of the stock. Must Read: Retail Investors Flock to Derivatives for Income and Safety To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC

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Jim Cramer’s ‘Mad Money’ Recap: The Bulls Are Back in Charge

Wednesday, October 22nd, 2014

Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) -- The bulls are back in charge for another day on Wall Street and may be here to stay, Jim Cramer told his Mad Moneyaviewers Tuesday. Cramer exulted that his bull market, Top 10 checklist from last week has been completed. It's hard to believe that it's only been eight days since Cramer introduced his "No Bottom Until" list of 10 itemsathat had to happen before the markets could have a sustainable rally. But all 10 items have largely come true, he said. Must Read: 10 Stocks Billionaire John Paulson Loves in 2014 First, Ebola fears have subsided now that the U.S. government is taking decisive action to contain the disease. Second, every sector of the market has suffered at the handsaof the bears, making their stocks more attractive. Third, the speculative stocks -- think Netflix a-- have also retreated from their lofty heights. Fourth, Cramer said oil prices have found their footing over the past eight days, welcome news for the oil stocks. Fifth, the tech stocks have stabilized, thanks to strong earnings from Apple and others. Sixth, Germany has admitted that maybe, just maybe, it needs to do more to bolster its ailing economy, along with the rest of Europe. Seventh, the markets have seen numerous companies report strong earnings beats with forecast raises. Eighth, the market's technical indicators have largely stabilized. Finally, the Baltic Freight index has found its footing, meaning that China may be stabilizing. Over in the Middle East, ISIS has suffered its first major defeat. With all of these items largely in the past, Cramer said he'd be a buyer, not a seller, on any future pullbacks in the market. The Industrials Are Back After being beaten down for months, are the industrial stocks finally showing signs of a bottom? Cramer said he thinks they are because there has been a string of positive news influencing the group. First, Cramer said that there has been a lot of good corporate news in the industrial sector of late, with stocksaIllinois Tool Works , United Technologies , Honeywell and PPG all having good things to say recently. Then there's Germany, which could be reversing direction on its economic policies to make Europe, and its currencies, stronger. This would make a weaker U.S. dollar, which would be terrific for industrial stock earnings going forward. China is weak, yes, Cramer admitted, but that's precisely the time to bet on China. Things can only improve from here. Other positives for the industrials include pent-up infrastructure demand and an aerospace sector that's on the mend now that Ebola fears are largely behind us. Put all of these positives together and Cramer said you get an industrial sector that's poised to head a lot higher. Must Read: 3 Biggest Takeaways From Apple's Strong Earnings Report Off the Charts In the "Off The Charts" segment, Cramer went head to head with colleague Bob Lang over the charts of media content providers Walt Disney , Viacom , CBS , Twenty-First Century Fox , Time Warner and Netflix . Starting with Disney, Lang noted that after hitting bottom last Wednesday, shares of Disney have been snapping back on rising volume, with a bullish crossover in the MACD momentum indicator imminent. Shares of Viacom have been crushed since July, Lang noted, but are also starting to rebound, with the MACD showing positive signs. CBS displays a similar pattern, with a strong sell off since July, but strong institutional buying over the past few days. Shares of Twenty-First Century Fox were obliterated after making a double top earlier in 2014, Lang said, and appear to now be rangebound between $30 and $35 a share. He suggested buying around $30 and selling near $35. Lang said Time Warner had the best chart of the bunch, rallying recently on heavy volume and having a MACD that has already seen a bullish crossover. Time Warner's weekly trend also confirmed these bullish moves. Finally, Lang has good things to say about Netflix, but only for investors willing to be patient because the stock needs to consolidate at its new lower levels before being able to rally again. Cramer said he agreed with Lang's research and would be a buyer of Disney, Viacom, CBS and Time Warner. Executive Decision:aJim Reid-Anderson For his "Executive Decision" segment, Cramer spoke with Jim Reid-Anderson, chairman, president and CEO of Six Flags , which today delivered a 6-cents-a-share earnings beat and a 10% boost in its dividend. Shares of Six Flag responded by rallying 9%. Reid-Anderson said Six Flags' success stems from innovation at every one of its theme parks. He said there is something new in every park and the new attractions have been record-breakers, helping his company deliver 16 record quarters over the past four years. Reid-Anderson said while there are always doubters of Six Flags, he has kept his promises, returning over $1.4 billion to shareholders over the past four years. He said the theme park business offers stable recurring revenues which has led to their strong earnings per share growth. Cramer said that he's still a big fan of Six Flags. Must Read: The Federal Reserve Is Causing Global Markets to Drop Again Lightning Round In the Lightning Round, Cramer was bullish on Vectren , Dominion Resources , Texas Instruments , Chubb , Travelers Companies , Home Depot and Berkshire Hathaway . Cramer was bearish on Blackberry . Executive Decision: Jeffrey Spaeder In his second "Executive Decision" segment, Cramer spoke with with Dr. Jeffrey Spaeder, chief medical and scientific officer of Quintiles , about the recent Ebola outbreak and how drug makers are responding. Spaeder said that there are a couple of Ebola vaccines under development and it's expected that Phase I studies will be completed by the end of 2014. Phase II studies could begin as early as 2015. Spaeder also noted that given the severity of Ebola, the regulating bodies around the globe are working closely with drug makers and won't require drugs go through all three phases of testing if they can gather enough data to show they are effective and safe. He said companies are working as fast as they can to gather the right information on the dosing requirements that will offer protection but also safety. Must Read: Ebola Stocks May Be Overpriced as Fundamentals Outweigh Fear To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC

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Jim Cramer’s ‘Mad Money’ Recap: Stick With Apple Over IBM

Tuesday, October 21st, 2014

Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) -- In the technology world, relevance matters, Jim Cramer said on Mad MoneyaMonday. Nowhere is that more evident than in the earnings of Apple and IBM , both of which reported today. Cramer said that Apple, a stock he owns for his charitable trust, Action Alerts PLUS, is a perennial innovator, a cheap growth stock that shouldn't be traded but owned for the long term. It's no wonder shares of Apple are up 26% for the year. Must Read: 10 Stocks Billionaire John Paulson Loves in 2014 But then there's IBM, an expensive stock with no innovation or growth at all, said Cramer. This stock deserved to fall 7% on its earnings news. Cramer said IBM is simply no longer an important name in the tech world. The only bright spot in the company's earnings was IBM's newly forged partnership with Apple and its stock buyback program. IBM needs a plan, Cramer said, a bold acquisition to once again make itself relevant. With so many businesses leaving IBM's legacy platforms in favor of the cloud, he only hopes the company has the time and the funds make it happen. Dethroning King Digital Sometimes a hideous initial public offering is just the beginning, Cramer warned viewers. That has certainly been the case with King Digital Entertainment , makers of the popular mobile game Candy Crush. After falling 15% below its IPO price back on March 25, King Digital has only seen its shares continue to falter, down 40% for the year to just over $11 a share. Cramer said the initial analyst recommendations of King were overwhelmingly positive. Unfortunately, they were also overwhelmingly wrong. The logic at the time was that King was a much better stock than Zynga , the last mobile gaming company to crash and burn in the stock market. King was indeed cheaper than Zynga, with better earnings and growth. But calling a stock better than one of the worst stocks of all time is not a reason to buy, Cramer concluded. Growth is slowing significantly at King, Cramer noted, and it appears that Candy Crush may indeed be a one-hit wonder. Making matters worse, a full 80% of King's shares are still in an extended lockup period. Cramer said when that lockup expires there could be another flood of selling as insiders try and salvage whatever value may be left in their shares. Must Read: Apple Blows Past Estimates on Huge iPhone Sales, Upbeat Holiday Forecast Panera's Comeback Story Investors looking for a terrific comeback story that's levered to a more positive American consumer need look no further than AAP holdingaPanera Bread , Cramer told viewers. Shares of Panera have been faltering over the past two years, Cramer explained, but lately the stock has been able to rally nearly 5% when the broader S&P 500 declined by 3.5%. Why? Because the company's Panera 2.0 store concept, which it has been testing in Boston and Charlotte, is beginning to bear fruit. Cramer said Panera has seen a series of missteps in recent years, but the Panera 2.0 concept not only improves the customer experience but it also allows the restaurant to serve customers faster. The Panera 2.0 redesign costs more and took a lot longer than Wall Street was expecting, said Cramer, which caused many investors to turn too negative. But now that the big investments are winding down, there are only positives to look forward to. Panera 2.0 should be in 750 locations by the end of 2015 and everywhere by 2016. If the test markets are any indication, the new Panera should enjoy double-digit increases in same-store sales at a time when the price of corn, wheat and soy is falling. Cramer said with Panera shares trading at 23 times earnings with a 14% growth rate, the stock is just too cheap, especially given that the comparisons get a lot easier after the company reports its earnings in just a few days' time. Cramer recommended investors buy half of their position ahead of those earnings and the rest on any weakness created afterwards. Healthy Drug Distributors With over 10 million Americans now enrolled in Obamacare, Cramer said things are looking up for the drug distributors McKesson , Cardinal Health and AmerisourceBergen . The logic is simple, Cramer said. More patients with insurance will consume more medication. The pharmacies seeing their margins getting squeezed but the drug distributors are seeing theirs expand because they can now buy generic drugs for less than ever before. Cramer said the trends in the health care market will likely be a tailwind for the distributors for years. Of the three, McKesson is his favorite because the company affords investors multiple ways to win with its surgical supply and health care information businesses. Second on Cramer's list is Cardinal Health. He likes the company's new agreement with CVS Health and Cardinal Health'satraditionally conservative guidance. Cramer added that AmerisourceBergen is also a winner, although not his favorite. Must Read: Billionaire Investors' Top Stocks: Biggest Gainers in 2014 Lightning Round In the Lightning Round, Cramer was bullish on RR Donnelley , Nucor , Skyworks Solutions , Fiat and Dow Chemical . Cramer was bearish on Ruckus Wireless , United States Steel , Plug Power , Sierra Wireless and LyondellBasell Industries . No Huddle Offense In his "No Huddle Offense" segment, Cramer said the buyers are back, and they're circling back to the winners. Among Cramer's favorites are Domino's Pizza , Nike and Pepsico , along with the cruise stocks now that the Ebola fears are waning. Other winners included Costco and hotels like Marriott , along with the airlines and other travel-related names. Must Read: Timberland Owner VF Corp. Is 'Looking Hard' for More Acquisitions To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC

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Markets End Higher Monday, Despite Dow’s Earlier Triple-Digit Drop

Monday, October 20th, 2014
Stocks managed to end Monday's session in the green, despite the Dow's triple digit losses earlier in the trading session.

What to Watch on Wall Street for the Week of Oct. 20, 2014

Sunday, October 19th, 2014
In the week ahead, we have some heavy hitters coming up in the midst of earnings season, including Apple, Amazon and Ford.