Cramer's 'Mad Money' Recap: Stocks for After the Fed Cut

Icahn has roughly an 8.5% stake in BEAS, and a substantial portion of his stake is in options. While common stock gives a shareholder voting ability, options don't, Cramer explained. In addition, shareholders have not jumped ship and sold their stock since Icahn has joined, he said. This tells Cramer that shareholders seem to be backing Icahn's idea. He believes Icahn has enough sway to convince management to sell the company.

Cramer said that BEAS -- with its good fundamentals, its potential as a takeover target, and Icahn as a stakeholder -- is a company with limited downside. "This company is right, right now," he said.

Genesis Lease CEO

Cramer welcomed Genesis Lease (GLS Quote) CEO John McMahon to the show and asked him why his company is not doing well, despite the fact that it has an 8.2% yield.

The fundamentals of GLS have not changed, and the yield is incredible, McMahon said. He believes it's down because of mispricing of the stock, he said.

When Cramer asked why aircraft companies prefer to lease rather than buy, McMahon responded by asking, "Why own when you can lease? Why tie up capital?"

Right now, one out of every three companies is operating aircraft on lease, and this number should grow, the chief executive said.

Further, McMahon pointed out that only 16% of GLS' portfolio is in the U.S., and 18% is in North America. That means, he said, that more than 80% of its aircraft is distributed globally.

Cramer told viewers that they're not going to be able to find 8%-yielding companies soon, with the market headed higher. He recommended people consider buying GLS.

All in for Allscripts

Recently there was a mandate for medical prescriptions in the Iraq spending bill, which if passed, would make it mandatory for doctors to write nonelectronic prescriptions on tamper resistant paper, Cramer said. Congress is trying to make the medical industry more electronic in hope of reducing medical expenses and saving money on overbilling.

If the bill becomes a law, there are two stocks that should profit immensely: Allscripts Healthcare Solutions (MDRX Quote) and Quality Systems (QSII Quote), he said.