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
See Cramer's multi-million dollar portfolio for FREE and get his new book Get Rich Carefully! Learn More

Cramer's 'Mad Money' Recap: Balancing Act (Final)

Delivering on Promises

In the "Executive Decision" segment, Cramer spoke with Stephen Holmes, chairman and CEO of Wyndham Worldwide (WYN), which not only delivered spectacular earnings but also boosted its dividend by 53%, a move which sent shares up 6.1%. Wyndham operates 7,200 hotels under 15 different brands and is also the number one vacation timeshare company in the U.S.

Holmes said he's confident in his company and confident in its future, as Wyndham continue to build momentum for shareholders. He said that Wyndham is still a relatively new company, having had its IPO just five years ago, but it's building a track record of delivering on its promises. In addition to its hotel and timeshare business, Holmes also noted RoomKey.com, one of Wyndham's online properties that allows customers to access multiple hotel properties all at once and get the best possible prices.

When asked about its diverse mix of businesses, Holmes said that Wyndham does indeed have a great group of businesses, but they're not looking to breakup or spin off any at the moment. He said the business mix has allowed Wyndham to only have 15% of revenues come from Europe, for example, which helps it deliver consistent results.

Finally, when asked about the U.S. consumer, Holmes said that the U.S. customers seem to be feeling better about the economy. He said that his hotels are fuller and patrons seem to be in a better state of mind.

Cramer said the Wyndham is still a relatively unknown company on Wall Street, but should be one in investors' portfolios.

More Than Chicken Wings

In the "Executive Decision" segment, Cramer spoke with Sally Smith, president and CEO of Buffalo Wild Wings (BWLD), the beer and wings purveyor that delivered a six-cent-a-share earnings beat on a 34% pop in revenues, all in the face of higher chicken wing prices and doubtful analysts.

Smith said that she tries to convey to analysts that the price of chicken wings does not make or break the company, and indeed some do understand that wings are just one facet of the business. She said that while wings used to account for 40% of sales, that number is now closer to just 20%. "We manage a whole basket of commodities," said Smith, as well as construction costs, management training and technology upgrades.

When asked about growth opportunities, Smith said that Wild Wings currently has two locations in U.S. airports, both of which are doing well. She said there may be 60 to 75 other airport locations that might also be a perfect fit for the company. Smith also noted that Wild Wings is focusing on smaller towns that lack a wide variety of dining options as well as colleges throughout the country. "Every campus could have a Buffalo Wild Wings close by," Smith added.

Turning to some of the company's other initiatives, Smith said that Wild Wings has over 6 million followers on Facebook and is actively participating with their customers. The company also focused in 2011 on upgrading its beer selection, a segment that provided excellent revenues for the company.

Cramer said that it is possible for analysts and investors to be too skeptical about a company. He said that Smith has the situation under control and this is one stock that is not done going higher.

Stock quotes in this article: BWLD, HAR, COV, LIFE, PBCT, GS, MS, PFE 

Select the service that is right for you!

COMPARE ALL SERVICES
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.
DOW 16,408.54 -16.31 -0.10%
S&P 500 1,864.85 +2.54 0.14%
NASDAQ 4,095.5160 +9.2910 0.23%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto
Advertising Partners

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