Cramer's 'Mad Money' Recap: 10 Money-Making Mergers

Stock quotes in this article: SIRI , XMSR , CSCO , CMG , DGX , YHOO , CSX  

His last caller said his portfolio was made up of the following five companies: Home Depot (HD Quote), Bob Evans (BOBE Quote), Medtronic (MDT Quote), JPMorgan Chase (JPM Quote) and Prudential (PRU Quote).

Cramer told the caller he couldn't own both JPMorgan and Prudential. As he believes that Prudential is "best in show," he advised dropping JPMorgan and picking up a defense play.

Cramer welcomed Chipotle (CMG Quote) COO Monty Moran to the show and asked him to explain why taking care of the community and workers is not something that's going to hurt the bottom line but might actually help it.

Moran said the company realized that the most important people for the restaurant chain and the ones that really gives customers the experience they are looking for are the restaurant managers.

When Cramer asked if Mexican food has replaced pizza in popularity, Moran said he's not sure. But he said one thing he does know is that "focusing on a few things and doing them better than anyone else is going to be a winning formula," whether it's pizza or Mexican food.

Further, when asked if Chipotle is more valuable on its own than it was with McDonald's (MCD Quote), Moran said it's not that different.

"McDonald's let us focus and run our company [the] way we do best, so that hasn't changed," he said.

Cramer said he believes that Chipotle is a company that is going much higher and advised people to stick with it.

To view Cramer's interview with Monty Moran, please click here.

During his "Sudden Death" round, Cramer was bullish on Devon Energy (DVN Quote), BEA Systems (BEAS Quote) and Marvell Technology (MRVL Quote), which he owns for his charitable trust, Action Alerts PLUS.

He was bearish on Chesapeake Energy (CHK Quote).

Lightning Round

Cramer was bullish on Under Armour (UA Quote), Crocs (CROX Quote), Yamana Gold (AUY Quote), InterDigital (IDCC Quote), Texas Roadhouse (TXRH Quote), MasterCard (MA Quote), Transocean (RIG Quote), Halliburton (HAL Quote), Onyx Pharmaceuticals (ONXX Quote) and NYSE Group (NYX Quote).

Cramer was bearish on Delia's (DLIA Quote), Goldcorp (GG Quote), Helix Energy (HLX Quote) and New River Pharmaceuticals (NRPH Quote).

For more of Cramer's insights during the Lightning Round, click here.

Want more Cramer? Check out Jim's rules and commandments for investing from his popular book by clicking here.

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At the time of publication, Cramer was long Quest Diagnostics, Marvell Technology, Yahoo!, NYSE Group, Transocean and Halliburton.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC UNIVERSAL or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, TheStreet.com or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor TheStreet.com, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on TheStreet.com. The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in TheStreet.com, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.





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