This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
TheStreet Open House

Cramer's 'Mad Money' Recap: Looking for Winners


Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener.

NEW YORK ( TheStreet) -- This quarter's earnings season has been difficult to navigate, Jim Cramer told "Mad Money" viewers Wednesday, but that doesn't mean there aren't winners out there.

Cramer said all the companies that have been bucking the trend of disappointments have one thing in common -- great execution.

Case in point, PPG (PPG) versus DuPont (DD), a stock Cramer sadly owns for his charitable trust, Action Alerts PLUS . Cramer said DuPont got hurt bad this quarter because it plays in the commodity chemical market. PPG, meanwhile, is a specialty chemical maker, developing innovative products for autos, aerospace and even sunglasses.

Then there's the case of Buffalo Wild Wings (BWLD) and Chipotle Mexican Grill (CMG) versus Panera Bread (PNRA). Same-store sales were disappointing at Wild Wings and Chipotle but not at Panera, which used new menu items to keep customers coming back for more, he added.

Even in the railroads, execution matters, said Cramer. That's why Union Pacific (UNP) is up 14% for the year while rival Norfolk Southern's (NSC) quarter came off the rails.

The trend is also evident in the industrials, noted Cramer, with Honeywell (HON) making strides with new products, while rival 3M (MMM) painted an uncertain picture for investors.

Cramer said the markets clearly aren't all bad, if investors know where to look.

Executive Decision

In the "Executive Decision" segment, Cramer sat down with Martin Franklin, executive chairman at Jarden (JAH), a company that just delivered an earnings beat of 4 cents a share and a stock that's more than doubled since Cramer first recommended it in November 2009.

Franklin said Jarden is all about innovation, which is why his company makes a $1 million brand investment into itself each and every day. Whether it's developing new products, replacing older ones or promoting the products they have, Franklin said innovation will always be key to having a great company.

One such innovation Franklin debuted was a small and stylish smoke detector. He said it turns out smoke detectors don't have to be white, nor do they have to be so large or so boring. Other areas of innovation include the company's Rawlings sports equipment brand, which has invested heavily in a new football helmet design that debuted recently.

1 of 3

Select the service that is right for you!

Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 16,857.33 -185.57 -1.09%
S&P 500 1,957.27 -15.02 -0.76%
NASDAQ 4,446.0810 -47.3090 -1.05%

Brokerage Partners

Rates from

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs