Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) -- It's not too late to place your bets on which food stock will be next to catch a takeover bid, Jim Cramer told his Mad Money viewers Thursday. Cramer said in the quest for growth, the acquisition buying frenzy is only just beginning. You'd have to go back to the 1980s to find a wave of consolidation to rival the one we're seeing now, Cramer said, as evidenced by the bidding war brewing for Hillshire Brands , which is itself set to acquire Pinnacle Foods . But with many food companies starved for growth, the only way to satisfy shareholders is to make a deal. Cramer said the current round of consolidation is also stemming from consolidation in the supermarket stocks. With fewer players out there, food companies need to bulk up in order to ensure their shelf space. So who could be next? Cramer said it's anyone's guess. But Campbell's Soup and Kellogg's could be targets and companies like General Mills are probably in the hunt. But it's not just the food companies that are starved for growth. Cramer said that Clorox and Procter & Gamble could also catch the merger mania and companies like Colgate-Palmolive and Kimberly Clark could also be in the running. Executive Decision: Cheryl Bachelder For his "Executive Decision" segment, Cramer spoke with Cheryl Bachelder, CEO of Popeyes Louisiana Kitchen , which soared today over 14% after the company reported a penny-a-share earnings beat and raised full-year guidance. Shares of Popeyes are up 80% since Cramer first got behind the restaurant chain in August 2012. Bachelder credited Popeyes' strong quarter to great promotions, innovation and value, all of which helped customers overcome a difficult winter to visit the restaurants more often. She said the company's new chicken waffle tenders were especially popular. Turning to the company's remodeling and rebranding efforts, Bachelder said 65% of the company's 2,250 locations have now been remodeled and that percentage should jump to 80% by year's end. Sales continue to be very strong at the remodeled locations. When asked about international growth, Bachelder touted Popeyes' six locations in Vietnam. She said it has been very exciting to see the brand translate overseas and she's very encouraged by the progress so far. Cramer said he continues to be a big fan of Popeyes. Another Bubble? With all of the recent tech IPOs, are we headed for another dot-com bubble? Cramer took a stroll down memory lane to compare Y2K to today to see what can be learned. Cramer said that back in 2000 there was a huge rush to go public. The so-called "first mover advantage" sent companies into the market not only before they had profits, but before they even had sizable revenue or sustainable business plans. There were 261 initial public offerings in 2000, with a median valuation on 32 times trailing sales and median revenue of a paltry $12 million. "Garbage," Cramer characterized the lot. But compare that to 2013 where there were only 43 IPOs with median valuation of just five times sales and median revenue of $106 million. That's a lot better. Cramer said that software-as-a-service is a legitimate business model and he's not worried about that group, but the recent crop of ecommerce stocks -- think Marketo , RocketFuel and The Rubicon Project -- may not be done going lower. Back in 2000, Razorfish, a Web graphics company, was all the rage. The company debuted at $16 a share in April 1999 and soared to $80 in just a few months. The company was taken private in 2003 for a mere $1.70 a share. Cramer said today's ecommerce stocks face many of the same problems as Razorfish, mainly high costs, sizable competition and the nagging possibility that their technology may not even be necessary in a few years time. Cramer said that's why it's not to late to sell these ecommerce names. They may never recover. Executive Decision: Joe Papa In his second "Executive Decision" segment, Cramer sat down with Joe Papa, chairman, president and CEO of Perrigo , the private-label drug maker that's had a tough 2014 as a weak cold and flu season coupled with a manufacturing problem developing a Mucinex competitor slowed sales. Papa said Perrigo opted to stop manufacturing its Mucinex clone after some of oyd raw materials were found not to be up to the standards expected. He said it's a high-priority problem the company is committed to fixing. However, Papa noted the overall megatrend of prescription drugs moving over the counter is very much intact and Perrigo made $190 million from new product sales, which offset much of the Mucinex losses. He said the popular Nexium just went over-the-counter, and Perrigo will be ready when its exclusivity ends in three years' time. Perrigo has also embraced ecommerce and social media as a way to get the word out that Perrigo's products are identical to its branded counterparts only at much lower price points. Cramer said with the stock already beaten down, Perrigo remains attractive. Lightning Round In the Lightning Round, Cramer was bullish on Starbucks , Triquint Semiconductor , Skyworks Solutions , Trinity Industries and TransCanada . Cramer was bearish on Vivus and Linn Energy . No Huddle Offense In his "No Huddle Offense" segment, Cramer sounded off against the scrutiny surrounding Apple , a stock Cramer owns for his charitable trust, Action Alerts PLUS, and its recent acquisition of Beats Electronics. Cramer said it's hard to complain about a stock that's up 42% over the past 12 months. CEO Tim Cook has done a remarkable job addressing all of the concerns of his detractors. Cook has addressed slowing iPhone sales with two new terrific models, the company stormed into China in a big way, it's aggressively buying back stock and returning capital to shareholders and now Cook has addressed the slowing iTunes business with a great acquisition, the largest the company has ever made. 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, ScottRuttDCClick to view a price quote on HSH. Click to research the Food & Beverage industry.
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Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) -- The first quarter went out with a bang, Jim Cramer said on Mad Money Monday. But even as many investors said "good riddance" to a topsy-turvy quarter, the buzz on Wall Street on Monday was Michael Lewis' new book Flash Boys: A Wall Street Revolt. Cramer said the only thing shocking about Lewis' new book is that people find it shocking at all. Cramer has been a long-time opponent of high-frequency trading, warning investors of how this type of trading hurts not only investors but the markets themselves. Yet, while the practice of front-running is illegal, high-frequency trading has been overlooked and even embraced by the SEC and the major exchanges. "It's not stealing if it's not illegal," Cramer said as he wished Lewis more luck than he in raising awareness of the issue. High-frequency trading may only shave a penny or two from your trades, Cramer continued, but given the average market volume, that adds up to $21 million a day skimmed from the pockets of regular investors. That's why Cramer said he advocates investing for the long term. In the short term, you're sure to lose, he continued, but sticking with solid, multi-year trends will be a winner every time. Sour on Kandi No matter how great an opportunity may seem, there's only so much risk investors should be willing to take, Cramer told viewers, as he followed up on Kandi Technologies , a stock he panned last week. Cramer explained that Kandi is a Chinese company that primarily manufactures motorcycles and go-carts, but has also introduced the Coco, a small, all-electric vehicle. The Coco news was enough to propel Kandi shares up 300% over the past 12 months as investors fashioned the company to be the Tesla Motors of China. But Cramer warned that, for the moment, Kandi is simply a go-cart company, one with no analyst coverage and little oversight by the Chinese government. That fact was driven home when the company received a formal investigation letter from the SEC back in November, yet chose not to disclose it in the company's quarterly earnings. Kandi buried the investigation in the 16-page "risk factors" section of its annual report. Maybe someday Kandi will be the way to play electric cars in China, Cramer concluded, but for now this stock is just far too risky. Respect the Rotation "Respect the rotation," was Cramer's next lesson for viewers as he recounted when he first learned this lesson in the early days of his hedge fund. Cramer explained the first two stocks purchased by his fund were Heinz and Kimberly-Clark , two stocks he deemed as unassailable, with solid products and terrific management. The only problem was the economy was picking up and investors were leaving the consumer products stocks for everything related to industry and construction. That was a big problem, Cramer recalled -- his fund ticked down 9.5% in the blink of an eye, coming dangerously close to the dreaded 10% loss that would have allowed investors to take their money back. But Cramer said that's why investors need to know what they own and why they own it. For only with that knowledge can they take the beatings the biotechs and the cloud stocks are currently taking. Only with knowledge and homework will you have the courage to buy more as everyone else is heading for the exits. Lightning Round In the Lightning Round, Cramer was bullish on New York Community Bancorp , DigitalGlobe , GNC Holdings , Chicago Mercantile Exchange , Sony and First Solar . Cramer was bearish on Volaris , Endocyte , eBay , SunEdison and Questcor Pharmaceuticals . No Huddle Offense In his "No Huddle Offense" segment, Cramer asked the question, "Have we lost all of the power themes of 2013?" That certainly appears to be the case in aerospace, where a perceived inventory glut is bringing down the whole group. In the cloud computing space, it's a flood on new initial public offerings drowning out the established names and making potential upsides from the likes of Hewlett-Packard seem more attractive to investors. Then there are the biotechs, which are also suffering from a glut of IPOs, as well as the fact that this group never does well at this point in the economic cycle. Cramer said all of these groups have stories that remain intact, but only time will tell if those stories return in the second quarter -- because they most certainly disappeared from the first quarter. Off the Tape In his "Off The Tape" segment, Cramer sat down with Jeff Corbin, CEO of the privately held theCOMMSapp, which provides publicly traded companies with mobile apps for investor relations. Corbin explained that companies that subscribe to his company's platform can post investor content, such as quarterly reports and conference calls, which will, in turn, be pushed out to investors on their smart phones and tablets. TheCOMMSapp was built mobile-first, said Corbin, and is available for both iOS and Android. Corbin, a communications specialist, said investors are no longer beholden to their desktop and can follow their investments no matter where they are. Cramer said with theCOMMSapp investors have no excuse not to do their stock homework. TheCOMMSapp is available to investors for free. 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, ScottRuttDCClick to view a price quote on KNDI. Click to research the Automotive industry.
Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) -- Four times a year the markets get earnings fever, Jim Cramer told his "Mad Money" TV show viewers Friday. But investors need to read beyond the headlines because it's the expectations, not the earnings, that really matter. That's why Cramer will be watching out for Delta Airlines when it reports on Tuesday. He said with such heightened expectations he'd rather buy American Airlines on any Delta weakness. Cramer would be a buyer of Johnson & Johnson , a stock he owns for his charitable trust, Action Alerts PLUS, on any weakness, but not IBM , which, despite its low expectations, needs to tell investors how bad things really are. Wednesday brings earnings from Coach , Norfolk Southern , United Technologies , Netflix and eBay . Cramer said to be careful with Coach, Norfolk, eBay and Netflix but be a buyer of United Tech, which has already tempered the enthusiasm. Then, on Thursday, it's Lockheed Martin , a stock that's been amazing, McDonald's , Microsoft and Starbucks reporting. Cramer said he prefers Wendy's over McDonald's but likes Microsoft on the possibility of a new CEO from outside the company, and Starbucks for the long term. Finally, on Friday, it's Bristol-Myers Squibb , Stanley Black & Decker , Honeywell and Kimberly-Clark reporting. Cramer is a fan of Bristol, Honeywell and Kimberly but suggested using call options as a way to test the waters with Stanley Black & Decker, a company that couldn't possibly have as bad a quarter as it did last quarter. Executive Decision: Strauss Zelnick For his "Executive Decision" segment, Cramer sat down with Strauss Zelnick, chairman and CEO of Take-Two Interactive , the $1.5 billion video game maker with such titles as Grand Theft Auto, Bioshock and NBA 2K. Zelnick said he's not overly worried about Take-Two's share price because the company has already bought $280 million worth of its own shares at what it believes to be a terrific price. "We're voting with our capital," he continued. When asked whether sales at retailer GameStop should be an indicator of how Take-Two is selling, Zelnick noted that typically 30% of sales are digitally delivered, and since GameStop typically deals in a lot of older titles it's more of a trailing indicator than a leading one. Turning to the record-setting launch of the latest Grand Theft Auto late last year, Zelnick said sales were helped by high average selling prices. But 29 million customers in six weeks proves the popularity of the franchise. Cramer said the Grand Theft Auto franchise alone is worth more than Take-Two's current stock price, not to mention all of its other terrific titles. Robot Invasion The markets are being invaded by robots, Cramer told viewers, with smart companies such as Google , an Action Alerts PLUS holding, and Amazon.com both snapping up robotics firms for their warehouses and future projects. So where does that leave iRobot , the only publicly traded pure-play robot maker? Cramer noted that iRobot shares soared 85% last year and has sold over 10 million robots in 45 countries around the globe. iRobot currently derives 90% of its sales from consumer robots, like its famous Roomba vacuum, but still maintains 10% of sales of defense and security robot systems. With new Roomba models coming, along with a promising video-conferencing robot in development with Cisco and sales beginning in China, Cramer said there are things to like about iRobot. The company has lots of patents, little competition and the best brand recognition. iRobot last reported a two-cents-a-share earnings beat on lighter than expected revenue and lower guidance, but Cramer said the company does have $5 a share in cash, which puts its multiple at a respectable 27 times earnings for a growth rate in the high-teens. While iRobot is not a revolution, Cramer concluded the company is worth buying as a speculation. Lightning Round In the Lightning Round, Cramer was bullish on Bank of America , Nordic American Tanker , Sherwin-Williams and Diana Shipping . Cramer was bearish on CapitalSource , DryShips , Allscripts Healthcare and Seaspan . Profitable Breakups Why are corporate breakups so wildly profitable? Cramer dove into the history behind Beam , which was just recently acquired by Japan's Suntory for a 20% premium, to show investors how it works. Cramer noted that while some investors lamented Beam's poor performance last year, the stock has now delivered a 92% return over the past two years since it was spun off from the old Fortune Brands, far better than the markets overall. And what of the Fortune Brands split that made it all possible? Cramer recalled that Fortune was a conglomerate that comprised cabinets, faucets, gold clubs and liquor before it announced its breakup in December 2010, when its market cap was $13 billion. After spinning off its gold business for a clean $1 billion, the remaining Fortune Brands Home Security and Beam are now worth a combined $24 billion, for a total of $25 billion, more than double that of the original entity. Looking at the stock prices, the new Fortune Brands is up 278% since the split, which, when combined with Beam's 92%, gives investors triple their money in just two years. Why do breakups work? Because Wall Street hates conglomerates and much prefers pure-play companies that are easy to analyze and sponsor, Cramer said. No Huddle Offense In his "No Huddle Offense" segment, Cramer sounded off on the negativity surrounding Twitter , a stock that still has nine analyst sell ratings but only eight buy ratings. Cramer said the skepticism surrounding Twitter is unheard of, which is why a lone upgrade today was so refreshing. In that report, the analyst noted that Twitter's opportunity and potential far exceeds traditional metrics, a sentiment Cramer has shared for quite some time. He called Twitter the most disruptive of all the social media plays as well as one that ties in great with television, something advertisers can get behind. The good news is that with so many "sells" on the stock, there's still plenty of room for upgrades because Twitter will prove the analysts wrong, one by one. 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, ScottRuttDCClick to view a price quote on DAL. Click to research the Transportation industry.
Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) -- It's time to stop fretting over the Federal Reserve, Jim Cramer said on "Mad Money" Tuesday. The CEOs of our great American companies aren't worried and you shouldn't be either. We received great news from no less than four great companies today: Boeing , Honeywell , 3M and Whole Foods Markets , but this news was not enough to buoy the overall markets as they chose instead to focus only on the looming Fed announcement. But make no mistake, the CEOs of Boeing, Honeywell, 3M and Whole Foods aren't glued to their seats waiting on the Fed. They're too busy making money for their shareholders. Cramer said there's a cohort of investment wisdom that says the only smart way to make money is to invest in index funds. Why take the risk on individual stocks when you can invest in the overall market and take on less risk to make a little less money, they argue. But this method is lazy, said Cramer, and ignores that fact that some companies have excellent management with terrific long-term themes that will trounce the averages every time. Boeing is benefiting from the need for more fuel-efficient planes while 3M is pursuing relentless innovation. Honeywell is also innovating with new products for autos, planes and refiners while Whole Foods is dominating the healthy and organic food movement. It's these long-term trends, coupled with flawless execution by management, that has allowed these companies to over-perform the averages this year, said Cramer. None of them were overly hard to spot. Cramer said investors shouldn't get overwhelmed by the market worries and the Fed-speak and most certainly shouldn't sell their stocks for other asset classes. Do a little work, ignore the naysayers and use the market weakness to pick up some of these great stocks at a discount. More Stocking Stuffers For the second installment of his "Stocking Stuffers" series, Cramer added a tech stock and a bank to his "nice list" with Google and Bank of America , two stocks he owns for his charitable trust, Action Alerts PLUS. Google is the safer, less expensive way to play the surge towards everything social, mobile and the cloud, said Cramer, and there's no denying that Google is the king of online and mobile advertising. And with that ad spending on the rise, it's no wonder Google's gross profits were up 18% in its most recent quarter. Google also has over $53 billion, or $167 a share, in cash on its books for acquisitions and other exciting growth opportunities. Yet, for all its positives, shares trade for just 20 times earnings despite a 16% growth rate. Cramer compared that to Facebook , which trades at 48 times earnings with only a 30% growth rate. Then there's Bank of America, the bank that's slowly emerging from its legal woes and is most certainly a better stock now than it was just a few years ago. Cramer said the banks are one of the few sectors that benefits big from rising interest rates. With exposure to consumer and commercial lending as well as construction spending and wealth management, there's a lot to like with this stock that trades at just 1.1 times its tangible book value. As a comparison, Wells Fargo trades at 1.9 times its book value. Either of these stocks will look great under the tree this year and will be a gift that keeps giving for years to come, said Cramer,. Executive Decision: John Mackey and Walter Robb For his "Executive Decision" segment, Cramer went on location in Brooklyn, N.Y., and sat down with John Mackey and Walter Robb, co-CEOs of Whole Foods, a stock that's up a staggering 1,000% over the past five years. Whole Foods currently has 347 locations in the U.S. There are still a lot of exciting opportunities ahead for Whole Foods, the CEOs said, both in existing markets and in new ones. They touted their new Brooklyn location as one such opportunity, transforming an entire community with a store that includes a 20,000-square-foot greenhouse on its roof. When asked about the location -- 3rd Street and 3rd Avenue in the Gowanus neighborhood -- the CEOs noted that Brooklyn is a dynamic and evolving area and Whole Foods brings a new energy to that particular community. They noted that while the store itself generates over 450 jobs, with nearly two-thirds of those filled by local residents, over the next decade the area surrounding the store will also likely see a significant transformation for the better. Whole Foods is all about working with quality people that produce quality products, said the duo, which is why the company pays well above the minimum wage and has a significantly lower employee turnover. There's a misconception that if employees win other stakeholders must lose, but that's simply not the case, they said. By treating employees well, all stakeholders reap the rewards. More on Whole Foods Continuing his interview with John Mackey and Walter Robb, Cramer asked about the connection between healthy eating and a healthy lifestyle. With nearly 69% of all Americans now overweight, there's a revolution afoot, towards not only eating better but also living better, said the CEOs. A big part of our country's health care crisis is the fact that most of us are not healthy. Turning to the issue of growth, Whole Foods recently revised its plans, announcing its intention to open 1,200 locations in the U.S., up from previous plans for just 1,000 locations. That's a sign the market is continuing to grow, the CEOs noted, a trend that bodes well for Whole Foods.Is Whole Foods afraid of increased competition? Not according to Mackey and Robb. They said other stores just don't have the standards nor the culture that Whole Foods possess and the more places that aim to copy their model, the quicker they will innovate and evolve to stay one step ahead. Their Brooklyn greenhouse atop the store is one such example, they said. Finally, when about the state of capitalism in America, Mackey noted that America seems to be moving away from capitalism and is losing its economic freedoms. He said that big business is often vilified and people just don't trust businesses. Capitalism has a lot of positive things to say, Mackey said, but that story is rarely told. Lightning Round In the Lightning Round, Cramer was bullish on Valero Energy , Hawaiian Electric , Veeva Systems , Emerson Electric and Lockheed Martin . Cramer was bearish on General Dynamics . No Huddle Offense In his "No Huddle Offense" segment, Cramer opined on whether the selling in stocks such as Kimberly-Clark , General Mills and Clorox is just a phase or the real deal. Cramer said these cyclical stocks have been in a world of pain of late, slowly and steadily declining as the expectations of higher interest rates abound. But while these stocks may be terrible trades at the moment, they're still terrific investments, Cramer said. These are long-term stocks, he reminded viewers, and not ones that should be traded over the short term. 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, ScottRuttDCClick to view a price quote on BA. 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NEW YORK (TheStreet) -- "I'm not giving up on the stock market," Jim Cramer told his "Mad Money" TV show viewers Thursday, as he took on the bears who claim that a bubble is at hand and markets will soon crash.
Cramer said that while yes, it's true that the Federal Reserve has been propping up the markets with low interest rates and cheap money, their actions have also created a lot of "collateral positives," which are making up for spending cuts that are taking money out of the economy. The Fed's actions are not only making stocks attractive compared to every other asset class, they're also giving companies the ability to refinance and grow and hire, and giving the housing market a much needed kickstart, which ripples down to many other sectors. ...Click to view a price quote on KMB. Click to research the Consumer Non-Durables industry.
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NEW YORK (TheStreet) -- You have the right to overpay for a stock if you want to, Jim Cramer told "Mad Money" viewers Thursday as the markets finally greeted the Twitter IPO.
But for Cramer, the stock remains "outrageously expensive." ...Click to view a price quote on TWTR.
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NEW YORK (TheStreet) -- The markets are seeing a lot of major moves on very little news, Jim Cramer said on "Mad Money" Tuesday.
Cramer said there's a revaluation of stocks underway, the likes of which we haven't seen in a very long time. He said that certain old-line names are seeing new life and new highs. ...Click to view a price quote on BBY. Click to research the Retail industry.
NEW YORK (TheStreet) -- When Washington is away, the bulls do indeed play, Jim Cramer said on "Mad Money" Tuesday after another up day on Wall Street.
Cramer said with interest rates once again determining stock prices -- this time for the better -- there are a whole host of stocks moving to the upside. ...Click to view a price quote on K. Click to research the Food & Beverage industry.
NEW YORK (TheStreet) -- Now that the big bag employment event is behind us, Jim Cramer told "Mad Money" viewers Friday he's looking forward to next week to see if earnings will confirm or refute the slightly better-than-expected numbers received today.
Cramer said Monday his game plan will kick off with the latest read on Chinese industrial production. He said most people have given up on China, so any better-than-expected number will be good news for the markets. Also on Monday, Annie's and Lululemon Athletica will report. Cramer said Annie's may struggle and Lulu is rip for profit taking so he'd be cautious on both. ...Click to view a price quote on BNNY. Click to research the Food & Beverage industry.