Continuing with a third "Executive Decision" segment, Cramer also spoke with John Riccitiello, CEO of Electronic Arts (EA - Get Report), a stock that's down 30% so far this year, trading at just nine times earnings despite $4 a share in cash on hand.
Riccitiello said that he feels investors will eventually catch up with Electronic Arts' performance, saying that as the company transforms into a larger social and mobile gaming player, investors will see the value. As that change is taking place, however, Riccitiello said that the markets usually discount a stock.
Riccitiello compared his business to that of rival Zynga (ZNGA), a leader in the social and mobile gaming space. He said that while Zynga is a good business, Electronic Arts is a great one with better intellectual property, successes on multiple platforms and franchises like FIFA soccer, John Maddenfootball and The Sims. While Zynga grows through acquisition, said Riccitiello, Electronic Arts can grow organically.
Riccitiello also discounted worries about the company's latest Star Wars release. He said that Star Wars remains a solid success and is a top 10 franchise for the company, but is not in the top five, as some analysts mistakenly expected.With Electronic Arts expected to release a total of 41 mobile and social apps this year alone, Cramer said that Electronic Arts is among the cheapest stocks he follows.