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Cramer's 'Mad Money' Recap: Put Some Meat Into the Game With Hormel

Vertex Pharmaceuticals (VRTX - Get Report): "I think Vertex goes remarkably higher. That remains one of the best biotech companies."

Executive Decision

In his second "Executive Decision" segment, Cramer sat down with Abhi Talwalkar, president and CEO of LSI Corp (LSI), a stock that's up 16% for the year despite falling 25% from its highs over the past two months. LSI manufactures chips for hard drives, servers, routers and other equipment at the heart of the "big data" trend.

Talwalkar said that while there are soft spots in the tech world - mainly consumer and government spending - LSI is able to buck those trends by focusing on the growth areas of tech such as the cloud and wireless infrastructure. Nearly 80% of LSI's business pertains to infrastructure, said Talwalkar, which is why softness in notebook PCS, as reported by Dell, are not a factor.

When asked about the hard-drive market after flooding in Thailand, Talwalkar noted inventory remains lower than pre-flood levels and continues to build. However, more important for LSI, he said, are solid-state flash drives, which offer big profits for LSI. The company expects to be the number one player in the solid-state market this year.

Finally, when asked about the company's growing cash position, Talwalkar said that LSI remains focused on operating margin expansion as well as returning capital to shareholders through its stock buyback program.

Cramer remained bullish on LSI.

Am I Diversified?

In the "Am I Diversified" segment, Cramer spoke with callers and responded to tweets to @JimCramer to see if investors' portfolios have what it takes for today's markets. The first portfolio included: Liquidity Services (LQDT), Cirrus Logic (CRUS), Sturm Ruger (RGR), Seagate (STX) and Starbucks (SBUX).

Cramer recommended selling Seagate in favor of a health-care stock or food company in order to get this tech-heavy portfolio diversified.

The second portfolio's top holdings included: Apple (AAPL), Baker Hughes (BHI), Cisco (CSCO), Intel (INTC) and CenturyLink (CTL).

Cramer identified three of a kind with Intel, Cisco and Apple. He suggested adding an industrial and a food company and selling Cisco and Intel.

The third portfolio had: American International Group (AIG), BP (BP), Government Properties Income Trust (GOV), Nordic American Tanker (NAT) and Northrop Grumman (NOC) as its top five stocks.

Cramer said this portfolio was diversified, with a great dividend yield to boot. --Written by Scott Rutt in Washington, D.C.

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

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At the time of publication, Cramer's Action Alerts PLUS had positions in AAPL, JPM and AIG.

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.
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LSI $0.00 0.00%
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PVH $95.60 0.00%
HRL $38.55 0.00%
VRTX $84.34 0.00%


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