This Day On The Street
Continue to site
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

Cramer's 'Mad Money' Recap: Digging Deeper (Final)

Fundamentals Intact

As earnings season rolls on, Cramer offered up a third "Executive Decision" segment where he spoke with Kevin Johnson, CEO of Juniper Networks (JNPR - Get Report), an Action Alerts PLUS stock that's down 24% since posting inline earnings with downside guidance. Juniper now trades are just 12 times earnings with a 16% growth rate.

Johnson said that Juniper has grown 15% year to date and as network traffic continues to grow, the company's fundamentals remain intact. He said in the networking industry, innovation matters, which is why the company's router business is up 19% and why Juniper continues to focus on high-end switches that differentiate its products and grow margins and marketshare.

Johnson also explained that as customers ask for new features, Juniper sometimes defers revenues until those features are delivered. When they are delivered, he said, that revenue is recognized as income. Johnson said that Juniper's book-to-bill ratios remain strong, as are new orders and bookings.

Finally, when asked about the company's use of cash, Johnson said that Juniper has strong cash flows, which allow it to fund operations, buy back stock and invest in growth opportunities as they arise.

Cramer said after taking such a beating, he feels that Juniper shares represent great value.

Lightning Round

Cramer was bullish on International Paper (IP - Get Report), ConocoPhillips (COP - Get Report), Total SA (TOT - Get Report), Chesapeake Energy (CHK - Get Report), Abbott Laboratories (ABT - Get Report) and Campus Crest Communities (CCG).

He was bearish on Cree (CREE - Get Report) and ATP Oil & Gas (ATPG).

Apple Pauses

In his "No Huddle Offense" segment, Cramer chimed in on what to do with shares of Apple (AAPL), an Action Alerts PLUS stock that some thought would never miss their numbers.

Cramer said there's no denying that Apple missed their numbers, but the question now is when to jump back in. He said if investors divide Apple shares by10, then this $42 stock has pulled back to $40. That's not a lot, considering that shares were $35 just a few weeks ago.

Cramer said that Apple is now a "show-me" situation where investors must wait one quarter or be opportunistic about when they buy. He said unlike Intel (INTC), which has accelerating growth, Apple has taken a pause.

--Written by Scott Rutt in Washington, D.C.

To contact the writer of this article, click here: Scott Rutt.

Follow TheStreet on Twitter and become a fan on Facebook.

To submit a news tip, send an email to:

To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.

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

For more of Cramer's insights during the Lightning Round, click here .
At the time of publication, Cramer was long Coca-Cola, Alcoa, Juniper Networks and Apple.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for, Inc., and CNBC, and a director and co-founder of All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of 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, 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 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, 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, 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 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, 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.
3 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

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
Stocks Under $10

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

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

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
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
ABT $38.10 -1.17%
AA $10.24 -0.78%
CCG $7.00 0.00%
COP $43.41 -3.70%
CHK $5.65 -2.59%


Chart of I:DJI
DOW 17,651.26 -99.65 -0.56%
S&P 500 2,051.12 -12.25 -0.59%
NASDAQ 4,725.6390 -37.5850 -0.79%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs