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Cramer's 'Mad Money' Recap: Star Spangled Portfolio (Final)

Stocks in this article: AAPLETNTETHKO

Kathwari said that Ethan Allen is now a perfect blend of personal service and technology, using both the power of its 294 design centers as well as affiliated designers that can extend the company's reach even further. Kathwari noted that 60% of the company's items have been redesigned, a remarkable feat in a very short period of time.

Turning to China, Kathwari said that Ethan Allen continues to build its brand in China and now has 70 locations. Elsewhere in the world, the company just opened a manufacturing facility in Honduras that, along with a plant in Mexico, helps Ethan Allen keep tight controls on its manufacturing, while avoiding the pitfalls of outsourcing to the Far East. Kathwari noted that 70% of all Ethan Allen products are still made in the U.S., however.

Cramer reiterated his buy recommendation on Ethan Allen, saying that as housing in the U.S. recovers, so too should Ethan Allen.

Upon Further Review

In a new segment called "Upon Further Review," Cramer examined companies whose earnings have been lost in the plethora of releases hitting investors over the past two weeks. His first review candidate, Coca-Cola (KO), an Action Alerts PLUS name that reported last Tuesday.

Looking at just the headline number, Cramer said that Coke didn't seem to do anything spectacular, delivering a penny-a-share earnings beat on better-than-expected revenue. That news sent shares up 2% after the release. But after digging deeper into the earnings, Cramer explained that Coca-Cola didn't actually deliver good earnings, it delivered terrific earnings.

Cramer said the key to Coke's earnings is to put them into context. What was the context for last quarter? Cramer said that everything was going against Coca-Cola, including high materials costs, rising gas prices, sluggish economies around the globe and a rising Euro. Under that prism, Coke's earnings actually "kicked butt," Cramer deduced.

The key metric for Coke is unit growth, Cramer explained. Coke's volume grew by 3% overall, with 2% growth in the U.S. and 6% internationally. Energy drinks in particular saw 25% growth. The company was also able to hold gross margins steady, even with all of the things going against them.

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