Cramer's 'Mad Money' Recap: He's Got Games

Mercury's Swift Kick

Mercury Interactive (MERQE Quote) "imploded" Wednesday, said Cramer when the CEO, CFO and general counsel all stepped down over alleged employee stock-option manipulation.

That's great news for competitor, Keynote Systems (KEYN Quote), said Cramer.

Keynote tests Web sites for performance and analyzes how customers interface with shopping Web sites. That's a "huge, growing, early infancy business," said Cramer, as online retailing is in a major secular growth trend, he said.

Keynote has no debt and lots of cash. After subtracting cash from the stock price, the company is only valued around $5, said Cramer.

Cramer believes that Keynote is headed "a heck of a lot higher" in the next 18 months now that its competitor, Mercury Interactive, is in trouble.

Keynote is a small stock, though, so don't pay much more than Thursday's closing price of $12.34, he said. Try to buy it under $13, Cramer said.

Slow Going

MarketWatch senior columnist Herb Greenberg joined Cramer to talk about Intuitive Surgical (ISRG Quote), Hansen Natural (HANS Quote) and CVS (CVS Quote).

Greenberg said Intuitive Surgical had gone up about 30% since he began voicing concerns, and at one point, he considered maybe he was wrong.

But, after doing some work, he remains convinced that growth will begin to slow, and some signs of a slowdown are already appearing, he said.

"Do you think that my show will still be on air by the time this thing slows?" asked Cramer, incredulously.

"I don't time when I write my stories," said Greenberg. "All I know is when this thing slows ... it's like some of those other stocks ... it will be down 50% overnight.

"I've talked to doctors. There is risk here," said Greenberg.

"Alright. So, we've got a little hair on it, maybe," said Cramer.

Cramer then turned the topic to this week's upgrade of Hansen by Citigroup.

Greenberg said Hansen was up several dollars each day leading up to the release of the Citigroup report.

"You're not saying [Citigroup] may have leaked its 'buy!'" said Cramer, sarcastically.

Cramer then asked Greenberg about CVS's "monster quarter" reported Thursday.

"Relative to Walgreen (WAG Quote), this thing is a piker," said Greenberg.

Greenberg added that although CVS's operating margin is just below Walgreen's, the sales growth is not there at CVS.

Cramer summed up the interview by saying despite the risks pointed out by Greenberg, Cramer remains bullish on all three stocks, at least for now.