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Jim Cramer’s ‘Mad Money’ Recap: Why Own Whiners When You Can Own Winners?

Wednesday, January 28th, 2015

TheStreet is providing FREE access to Jim Cramer’s charitable trust (Action Alerts PLUS) and his premium articles on Real Money this weekend. Please register here. Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) -- Would you rather own a winner or a whiner? Jim Cramer asked on  Mad Money Tuesday. Cramer sounded off against all those companies complaining a strong U.S. dollar ruined their quarterly results. Cramer said it's time to throw out the whiners and buy the winners at a great price. Who are these whiners? Cramer said Microsoft , a stock he owns for his charitable trust, Action Alerts PLUS, turned out to be one of them. The company complained about weak sales in China and Japan, sending shares down 9%. Other whiners included Procter & Gamble , down 3.4%, FreeportMcMoran , down 6% and the biggest whiner of them all, Caterpillar , down 7%. Must Read: 16 Rock-Solid Dividend Stocks With 50 Years of Increasing Dividends and Market-Beating Performance Cramer said he's taking a pass on the "whine bar" and sticking with the winners. If Procter is losing sales, those sales must be going to Action Alerts PLUS holding Unilever , based in Europe, or Kimberly-Clark . Cramer is also a fan of domestic winners including Apple , another Action Alerts PLUS holding, and Yahoo!  along with Kroger , Southwest Airlines and just about any of the biotech names including Regeneron . More Winners The markets are driving down the prices of just about every international company as investors attempt to get ahead of real, or perceived, currency problems, Cramer said. But that may create opportunities, if you know where to look. Case in point: Boeing . Cramer said the demand for planes is still strong and military spending around the globe is on the rise. But with 43% of Boeing's sales stemming from overseas, there's a good chance the company might report some currency weakness. Fortunately, shares of Boeing have already come down ahead of earnings, making an attractive entry point. Cramer said Pepsico also fits this pattern, a strong company with falling shares. What other companies can be bought? Cramer said he likes those that triumphed over currency issues, companies such as Honeywell and Starbucks , another Action Alerts PLUS holding. Then there are the stocks that have already "reset" to the new expectations, stocks like Kimberly-Clark. Must Read: Yahoo! Surges After Announcing Tax-Free Spinoff of Alibaba Executive Decision: Scott Wine For his "Executive Decision" segment, Cramer spoke with Scott Wine, chairman and CEO of Polaris Industries  , which rallied 5.4% on strong quarterly results. Wine noted that while Polaris delivered strong results for the quarter, he also said, "We can do better." Polaris can execute even better and manage inventory even better, Wine continues. While Polaris did see significant currency pressures in the quarter, more important for the company was continued innovation. Wine said the company plans on continuing its fierce innovation, delivering higher-quality products to customers even faster and with higher gross margins. When asked whether this week's record snowstorms in the Northeast helped drive sales, Wine confirmed that the more snow there is, the better for Polaris. Cramer said Polaris' stock has been under pressure for no reason and he wants viewers to "have faith" in the company. Off the Charts, Super Bowl Edition In a Super Bowl edition of his "Off The Charts" segment, Cramer went head to head with colleague Bob Lang to pit four Seattle-based companies, Costco , Nordstrom , Microsoft and Starbucks against four New England-based companies, Boston Beer , CVS Health , Skyworks Solutions and Dunkin Brands . In the first matchup between Costco and Boston Beer, Lang noted Costco has a nice floor of support while Boston Beer is in overbought territory and is likely to take a rest. In this matchup, Costco wins. Next, Lang said Nordstrom is in a solid uptrend and has a nice entry point. CVS is also rallying strong with tremendous performance. In a close matchup, Lang gave the edge to Nordstrom. In the next contest, Lang said today's breakdown of Microsoft sent it below its 200-day moving average, meaning it will likely trade sideways. Skyworks, however, has been rallying on strong volume. Advantage Skyworks. Finally, Lang called Starbucks the winner among the coffee group, noting a strong MACD momentum indicator and a recent gap higher with no resistance above its all-time high. Meanwhile, Dunkin has seen a strong rally since December but also displays the dreaded head-and-shoulders pattern. With a final score of Seattle three, New England one, Cramer declared his stock market winners. Must Read: Weaker-Than-Expected Winter Storm Will Still Hurt Retailers Lightning Round In the Lightning Round, Cramer was bullish on First Horizon National . Cramer was bearish on State Street , Achillion Pharmaceuticals and Martin Midstream Partners . Executive Decision: Tim Walbert In his second "Executive Decision" segment, Cramer spoke with Tim Walbert, chairman, president and CEO of Horizon Pharmaceuticals , a small biotech company with five drugs on the market, four of which stemmed from smart acquisitions. Walbert said Horizon's recent acquisitions have been very exciting because his company is able to provide focus to drugs that were lost when part of bigger pharma companies. Walbert also touted Horizon's "Prescriptions Made Easy" program that aims to do the right thing for patients by making treatments easier to access and more affordable when needed. In addition to helping to widen distribution of its drugs, Horizon is also actively developing them to treat new indications, with some exciting Phase III studies currently underway. Cramer said Horizon is a niche player that has a lot of positive things going for it. Must Read: Facebook Quarterly Earnings Report: Top 4 Things to Watch For 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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Final List of Financial Moves to Be Made Before Year’s End

Monday, December 29th, 2014

NEW YORK (TheStreet) -- One list down, one to go. With Christmas out of the way, you have just a few more days to begin digging in to that other holiday list: The checklist of financial moves you should make before year's end. We've surveyed the landscape of financial advisers, brokerages and some of the finest financial minds in the publishing business (hat tip for the adapted line to Mr. Homer Simpson). Most of what we found breaks down into a handful of smart tips that will do you well in 2015. Must Read: Cramer: What Stocks You Can Still Buy in This Rally Category One: Mad Max No, not your credit cards! We mean it's time to make sure you max out your IRA contributions, use the maximum benefit from your flexible spending account (FSA) and get your charitable contributions into the mailbox. All of these will save you on taxes early next year. To avoid penalties, if you're older than 70-1/2, don't forget to take your minimum required distribution from retirement accounts. If you're in the red on a stock you don't love, selling it now will let you harvest tax losses in time for your 2014 return. The rules on FSAs have been loosened a bit this year, so you may be able to carry over up to $500, or delay spending the 2014 money you set aside until mid-March. But it's a good time to pay off any outstanding doctor-bill deductibles, or maybe buy a pair of glasses. Self-employed people might want to max out on the business expenses by Wednesday. If you need a new office chair or an extra computer, now's the time. Let Uncle Sam and your state pay up to half, depending on your bracket. Category Two: Procrastinate A very few things might benefit from procrastinating, and one is deferring income into next year if you can. For some workers, that may mean deferring payment of a bonus. For self-employed people, that can mean timing the outgoing invoices to make sure the money arrives in 2015. Must Read: Here's Why U.S. Economy Growing at 5% Is Good for Stocks The tactic will at least defer the time when you have to pay until you do first-quarter estimated tax returns. If your bracket is going to be lower next year, it can even save you some money over time. But be careful: If you expect to make materially more money next year than in 2014, the smart move may be the opposite -- to pull as much money as possible into this year. Category Three: Rebalance Yourself and Your Money Just as this is a season of resolutions, your money can benefit from a little extra holiday-season attention to planning. Some must-dos: 1. Rebalance your portfolio among stocks, bonds and other assets. Two years of double-digit stock gains may have you more exposed to equities than you want to be. If your plan two years ago was to be split 50-50, for example, you may be skewed 60-40 to stocks by now. The idea is to stick to the plan you made rather than to be seduced by a good year or two for a particular fund, or for stocks in general, that may end in exactly 2,008 tears. More or less. 2. Get ready to exploit trends emerging in late 2014 and 2015. There's been a bit of news lately. The economy grew at a 5% annual clip in the third quarter, the best in 11 years. Growth in Europe and China has been slowing. Oil prices have been careening downhill even faster than stocks did six years ago. What should you do? Here's some advice from pros. Think tech, T. Rowe Price Associates equities chief Bill Stromberg wrote in a year-end note to the firm's clients. "Despite their non-U.S. earnings exposure, a number of technology stocks appear attractively valued, given out expectatons for growth in mobile broadband, cloud computing and emerging-market consumer markets." Putting our money where his mouth is, T. Rowe's biggest tech holdings include Amazon  and Apple in the New America Growth Fund; Amazon, Google and Priceline in the T. Rowe Price Growth Stock Fund, and broadband carriers like Verizon and Comcast in their Media and Telecommunications fund. Think oil, but carefully. Bank of America Merrill Lynch strategist Savita Subramanian argues there are ways to try to turn the oil drop to your advantage. One is to play names like Chevron and Exxon Mobil for their dividend potential, since they are financially as big and relatively steady as a tanker. T. Rowe also notes the possibility for "substantial rebounds" in some oil stocks. But stockpicking may be risky: With capital spending by drillers expected to drop, a lot of equipment and services companies might take more losses. Consumers will save money on gasoline, but they'll be likelier to spend it on staples than consumer cyclical goods, Subramanian says. Historically, staples-oriented companies like Wal-Mart , Dr Pepper Snapple and Kimberly-Clark have done better when oil goes down, she says. She also highlights airlines including Delta Air Lines and Southwest Airlines  . Think international, BlackRock strategist Russ Koesterich says. With U.S. stocks trading around 17 times next year's expected earnings, they're no longer cheap, he writes. It takes guts, but Japan and some emerging markets may offer better value, he says. Or think local. Municipal bonds have had a big year, and look good for next year as well, Koesterich said. "Yields for longer-maturity munis rival or exceed those of their taxable counterparts on a before-tax basis, and this only increases the after-tax value,'' he wrote. Must Read: Dow 18,000: Why This Market Rally May Never Happen Again

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Jim Cramer’s ‘Mad Money’ Recap: Here Are 10 Stocks to Buy on Strong GDP Data

Wednesday, December 24th, 2014

Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) -- Most government statistics don't mean a thing to the stock market, Jim Cramer told his Mad Money viewers Tuesday. But when you get a gross domestic product number as robust as we received today, well, that's hard to ignore. Cramer said money managers will see today's GDP number as a sign to buy, buy, buy, which makes the perfect stock for this moment Kimberly-Clark . Why Kimberly? Because when you buy diapers, you're buying an oil-based product that just got a lot cheaper to source, make and ship to consumers. You also get a company with big profits and dividend protection. Must Read: Cramer: What Stocks You Can Still Buy in This Rally A robust economy is also a big win for retailers like Costco , Cramer noted, along with winners like Restoration Hardware and Walgreens , a stock Cramer owns for his charitable trust, Action Alerts PLUS and which just reported its first good quarter in ages. Cramer was also bullish on restaurants such as AAP holding Starbucks and Popeyes Louisiana Kitchen , along with non-residential construction plays such as Honeywell and Eaton , another AAP stock. With a strong GDP, Cramer is also bullish on Marriott International and Boeing . Cramer's only words of caution were for the energy sector, as oil continues to find a bottom, and biotechs, which are falling victim to increased price competition. Off the Charts In the "Off The Charts" segment, Cramer went head to head with colleague Dan Fitzpatrick to determine how much lower the biotech sector can fall on the heels of Gilead Sciences' near 11% decline in recent days due to increased price competition. Using a daily chart of the iShares Nasdaq Biotech ETF , Fitzpatrick noted the group's astounding leadership so far this year, up 29% and a full 42% from its April lows. But Fitzpatrick cautioned the biotech stocks are at a crucial level, having fallen back to their 50-day moving average. If this level fails to hold, then $294 will be the next key level to watch, with only $261, the exchange-traded fund's 200-day moving average offering any floor of support below that. Looking at a weekly chart, Fitzpatrick noted just three pullbacks since 2012 that approached the 40-week, or 200-day, moving average. The 200-day has been a terrific buying opportunity; unfortunately, that level is still 11% lower from where we are today. Cramer agreed with Fitzpatrick, saying that if the 50-day average holds then it would be time to buy back into this group. But if the 40-day average fails, there's a long, long way to go before the next level of support comes into play. Must Read: Dow 18,000: Why This Market Rally May Never Happen Again Navigating Through the Rubble It's still too early to begin picking among the rubble in the energy sector, Cramer told viewers, but that doesn't mean there aren't bargains to be had in stocks that have been wrongfully accused of being energy stocks. That's certainly the case with Navigator Holdings , Cramer pointed out. This purveyor of liquified natural gas ships doesn't have anything to do with the price of oil or gas. Shares of Navigator are down a stunning 40% from their highs, Cramer noted. Investors have mistakenly viewed the company as another casualty of falling energy prices. But what matters to Navigator is not the price of what it carries in its 26 vessels, but the imbalance of where gas is found versus where it needs to go. Navigator benefits from classic supply and demand: surplus versus shortage. The U.S. currently has a ton of excess natural gas while the rest of the world is in dire need of more. The U.S. has no less than five export terminals currently under construction. Just one of those terminals, the one being developed by Enterprise Product Partners , is set to open in late 2015 and is already 85% subscribed. That terminal alone will need 25 new ships to transport its gas. And what of famed investor Wilbur Ross selling his stake in the company? Cramer said Ross' move was likely just profit taking after a near 300% gain. Cramer said Navigator is a terrific bargain, even after its shares shot up 2.5% in today's session. Executive Decision: Mark Dankberg For his "Executive Decision" segment, Cramer checked in with Mark Dankberg, chairman and CEO of ViaSat , the satellite-based broadband provider for airlines and consumers. Dankberg said ViaSat has been providing in-flight communication services for government and business aircraft for many years now, but thanks to its latest satellite offerings is now expanding into in-flight wifi for airlines and commercial flights. He said given the frustration travelers have with in-flight Wi-Fi, that service tends to get most of the attention. But Dankberg also noted that with the compelling need for surveillance and intelligence worldwide, ViaSat's government offerings are still playing an important role. He also called out ViaSat's cyber security offerings, which will be rolling out to utility companies in 2015, as another exciting area for growth. Cramer said that when you have the best technology in a given industry you have a compelling story. That's what ViaSat offers investors. Must Read: Glenview Capital's Larry Robbins Just Pulled 3 New Stocks Out of His Sleeve Lightning Round In the Lightning Round, Cramer was bullish on GW Pharmaceuticals , SunTrust Banks , Cabot Oil & Gas and Bristol-Myers Squibb . Cramer was bearish on Arlington Asset Investment , Prospect Capital , Range Resources and Second Sight Medical Products . No Huddle Offense In his "No Huddle Offense" segment, Cramer pondered how the defense stocks can be doing so well given all the downsizing and sequestration of recent years. The reason? The world is re-arming, he said, and the U.S. is the only arsenal large enough to meet the demand. Cramer said the world is slowly coming to terms with the notion that the U.S. may no longer be the world's policeman, leaving the conflicts of Ukraine and the Middle East, among others, in the hands of those countries. That means the world needs multi-billions of dollars of equipment from the likes of Raytheon , Northrop Grumman and Lockheed Martin . That's also why these companies have been reporting multi-billion-dollar deals with countries around the globe. Must Read: Here's Why U.S. Economy Growing at 5% Is Good for Stocks 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: Why This Market Is All About Velocity

Thursday, December 18th, 2014

Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) -- It's not the direction of oil prices and interest rates that matters, it's the velocity, Jim Cramer said on  Mad Money Wednesday as he opined on the market's strong snapback rally on positive comments from the Federal Reserve and a stabilization of oil futures. Cramer explained that the markets understand the U.S. economy is improving, which, in turn, means interest rates will eventually need to move higher. What the markets don't know, however, is when exactly that will happen. That's why today's positive comments from Fed Chair Janet Yellen gave the markets a welcome breather from their seemingly endless worries. Must Read: 5 REITS to Trade for Gains in December: Select Income REIT and More Then there's oil. Cramer said the markets can handle and adapt to lower oil prices, but just not all at once. That's why today's momentary stabilization in oil futures was also greeted positively. The economies of Russia, Brazil and Mexico all need time to digest lower prices, Cramer continued, and many of the at-risk U.S. shale drillers do as well. Cramer said he's not calling a bottom in oil prices, as they may still have more room to fall. But even a day's rest from the selling in oil will allow investors, analysts and oil companies themselves some time to assess their situations. Off the Charts In the "Off The Charts" segment, Cramer went head to head with colleague Bob Lang over the direction of overall markets, given the continued decline in oil prices. Lang first looked at a daily chart of West Texas Intermediary (WTI) crude since June of this year. He noted that there's no doubt that the trend is not your friend when it comes to oil and it shows no signs of changing anytime soon. But does that necessarily mean that stocks will follow suit? Lang was not convinced. This is not the first time oil prices have seen big declines. In fact, Lang noted that it happened in 1986, 1991, 1993, 1997 and 1998. Yet, during all of those years, where oil fell around 30%, the S&P 500 managed to post gains between 10% and 33% by year's end. This time is likely to be the same, both Cramer and Lang agreed. Eventually, the linkage between oil and stocks will be broken, but it hasn't happened yet. Must Read: Fed Has a New Way of Telling Investors That Rates Will Remain Low What Should You Buy Next? Oil prices may have given the stock market a much needed relief rally today, but which stocks should investors be ready to buy the next time the market tanks? Cramer offered a few suggestions. CVS Health is a stock that sells at a premium multiple of 18 times earnings. But given the company's leadership with its "No tobacco" policy, Cramer said this stock is worth buying on weakness. Cramer was also a fan of Clorox , a stock that may not be exciting but does deliver consistent earnings that investors reach for during times of panic. He also gave the nod to Hain Celestial and Monster Beverage , two food and drink stocks that aren't tied to oil prices or Russia. Finally, Cramer said he likes Kimberly-Clark , another safe, consistent company that investors tend to gravitate to when the markets head south. Executive Decision: Tom Quinlan For his "Executive Decision" segment, Cramer sat down with Tom Quinlan, president and CEO of RR Donnelley , the commercial printer whose shares fell 21% for the year despite the company's now-6% dividend yield. Cramer first asked Quinlan about his company's debt load, a hot topic for many analysts. Quinlan responded by saying that Donnelley has guideposts for the amount of debt it wishes to carry and will soon be back within those limits. Given the amount of cash flow his company generates, Quinlan said he's comfortable with the debt load. Quinlan also noted Donnelley has returned over $14 billion to shareholders in recent years with acquisitions, dividends and stock buyback programs. He expects those programs to remain strong in the future. Finally, Quinlan talked about new technology. He said while Donnelley will always be a printing company, putting ink onto paper, it is also expanding into other areas, such as sensor labels, to maintain growth. Cramer noted that normally a 6% yield should be a red flag for investors but in the case of Donnelley, which is consolidating its industry and taking market share, he's not worried. Must Read: Oil Prices Continue Their Slide But How Low Can They Go? Lightning Round In the Lightning Round, Cramer was bullish on AbbVie , Bristol-Myers Squibb , Hewlett-Packard , Celgene , Regeneron Pharmaceuticals , Agios Pharmaceuticals and General Electric . Cramer was bearish on Sanofi , 3D Systems , C&J Energy Services , Annaly Capital and BioCryst Pharmaceuticals . Executive Decision: Roger Stone In his second "Executive Decision" segment, Cramer sat down with Roger Stone, chairman and CEO of KapStone Paper , which just announced a 10-cents-a-share dividend. Stone said the paper industry is seeing a lot more pricing stability than in years past now that supply and demand are more in balance. He noted that consolidation in the industry has helped remove the more aggressive players, while the cost of building a new paper mill has kept new players from entering the business. When asked about its newly announced dividend, Stone said it is a sign the company expects business to be good for a long time to come. He also said KapStone is still considering changing its structure to a master limited partnership, but hasn't yet heard back from the IRS. Must Read: 3 Companies That Are Likely Takeover Targets as Oil Prices Plunge 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 Next Week’s Game Plan

Saturday, October 18th, 2014

Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) --aNext week's earnings news could offer clues on what to buy for the rest of the year, an upbeat Jim Cramer told his Mad Moneyaviewers Friday. On Monday, Cramer said, he'll be watching earnings from Apple , a stock he owns for his charitable trust, Action Alerts PLUS, along with Chipotle Mexican Grill , apparel maker VF Corp and IBM . Cramer said Apple remains a long-term buy, as is Chipotle, down 50 points from its highs. If VF Corp reports strong earnings, Cramer said, that will be a cue to buy other retail names. As for IBM, Cramer said this stock is just not worth owning. Must Read: 7 Stocks Warren Buffett Is Selling in 2014 Next, on Tuesday, it's Yahoo! , Coca-Cola and Kimberly-Clark in the spotlight. Cramer said he'd buy Yahoo! into any weakness, but he likes Pepsico in the consumer packaged-goods space much more than either Coke or Kimberly. Wednesday brings earnings from Boeing , another stock Cramer likes on weakness as the company aims to free itself from the global malaise. Then, on Thursday, a pair of industrial names:a3M and Caterpillar . Cramer said 3M is a buy, buy, buy if it reports good things, and even Caterpillar should surprise to the upside. As for Amazon, Cramer said he prefers Alibaba . Finally, on Friday, it's Bristol-Myers Squibb and Procter & Gamble reporting. Cramer said he'd be a buyer of both stocks. What the Heck? In his "What The Heck?" segment, Cramer looked into Dr Pepper Snapple , our nation's number three soft drink maker, which has managed to rack up a 30% gain since 2014 began and 14% since Cramer last recommended it in May. Cramer said Dr Pepper has managed to outperform both Coke and Pepsi in recent months and is now the top dog in the non-cola category thanks to a terrific portfolio of brands including Mott's, A&W, Margaritaville and countless others. There are huge barriers to enter the soft drink business, Cramer told viewers, which is why Dr Pepper pretty much only competes with the big two of Coke and Pepsi. The company is a superior operator with 21% operating margins, he continued. Dr Pepper has bought back $2.5 billion worth of its own stock and recently boosted its dividend by 8%. Trading at just 16.7 times earnings, Cramer said Dr Pepper is a steal compared to Coke with a 19.9 multiple. Cramer said he'd be a buyer of Dr Pepper Snapple on any weakness. Must Read: Stock Market on Emotional Roller Coaster May Be Turning Optimistic Cramer Revisits His Top 10 List Oh, what a difference a week makes. On Monday, Cramer outlined his top 10 list of thingsathe market needed to see before if would be safe to start buying again. Today, many of those items came true. Cramer said with today's appointment of an Ebola czar, confidence has been restored. Check. All sectors of the stock market have sold off. Check. Speculative stocks have fallen into line. See Netflix , check. Oil prices have found their footing. Check. Stabilization in the tech sector and an end to sanctions in Russia? Well, not yet, but things look like they may be moving in a positive direction, Cramer said. Earnings beats and raises? We got those with Honeywell , General Electric and Schlumberger . Check. As for the market's technical indicators, the VIX, a measure of volatility is indeed retreating. Check. Is a Chinese stimulus package in the cards? Cramer said some rumors say yes, so a check may be coming this weekend. Finally, there's ISIS, which did suffer its first defeat and retreated. Check. With so many items now off the list, Cramer said it is safe to do some buying of quality stocks that have been beaten down hard this week. Hidden Stock Gems Don't let market sentiment distract you from winning stocks, Cramer told viewers as he put the spotlight onaa few hidden gems the market simply missed amid all the panic. Cramer said PPG's quarter was initially seen as disappointing when it reported yesterday. But upon further review things were terrific and the stock rallied 2.8% today. Both Bank of America and Goldman Sachs , two Action Alerts PLUS holdings, also saw huge profits that were largely ignored when they reported. Cramer said he remains a fan of both companies. Alcoa started off this earnings season with a beautiful quarter, Cramer noted, but that beauty was not recognized until today's 6.6% rally in the stock. Finally, there's Walt Disney , which received an analyst downgrade in the middle of a very tough week in the markets. Cramer said that analyst was wrong and the market now agrees. Must Read: The 6 Best and Worst Stock Performers of This October Selloff Lightning Round In the Lightning Round, Cramer was bullish on Universal Insurance , Mettler-Toledo International , Gilead Sciences , Celgene , Regeneron Pharmaceuticals and Molson Coors . Cramer was bearish on SeaDrill Limited , Silicon Graphics and LinnCo . Am I Diversified? In the "Am I Diversified?" segment, Cramer spoke with callers and responded to tweets sent via Twitter to @JimCramer to see if investors' portfolios have what it takes for today's markets. The first portfolio included Seattle Genetics , Walt Disney, Manitowoc , New York Community Bank and Sunoco Logistics . Cramer said he is not a fan of New York Community Bank but otherwise this portfolio was properly diversified. The second portfolio's top holdings included Alibaba , Ford , Gilead Sciences, GoPro and Schlumberger.a Cramer said GoPro is too pricey at current levels but this portfolio had nice diversification. The third portfolio had Alcoa, Home Depot , Ford, Sprint and John Deere as its top five stocks. Cramer blessed this portfolio as properly diversified. Must Read: KKR Looks to Get More Bang for Its Buck in Strategy Shift 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: Which Food Stock Will Be Bought Next?

Friday, May 30th, 2014

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, ScottRuttDC

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Jim Cramer’s ‘Mad Money’ Recap: Out With a Bang

Tuesday, April 1st, 2014

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, ScottRuttDC

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Jim Cramer’s ‘Mad Money’ Recap: Next Week’s Game Plan

Saturday, January 18th, 2014

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, ScottRuttDC

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Jim Cramer’s ‘Mad Money’ Recap: Forget the Fed

Wednesday, December 18th, 2013

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, ScottRuttDC

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Jim Cramer’s ‘Mad Money’ Recap: Stay Along for the Ride

Friday, November 15th, 2013

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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. ...

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