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
TheStreet Open House

Cramer's 'Mad Money' Recap: A Tale of Two Markets

Nike (NKE): "I think Nike is good to go. I think they will reward patient people."

Atlas Pipeline Partners (APL): "I think they are money makers. Reinvest that yield. I like it."

TJX Companies (TJX): "TJX acts terrific. I think that company is doing well."

Universal Health Services (UHS): "It doesn't get much better than that. That company is well run."

Executive Decision

In the "Executive Decision" segment, Cramer sat down with Nick Schorsch, chairman of American Realty Capital Trust (ARCT), a real estate investment trust with 485 properties in 45 states, a 6.5% dividend yield and a 100% occupancy rate.

Schorsch started off by explaining his company's sale and leaseback business model, which provides its 100% occupancy. Rather than buying properties, developing them and then looking for tenants as other REITs do, American Realty Capital buys existing properties from banks, drugstores and other companies and then leases those properties back using long-term leases of at least 10 years.

Schorsch explained that the lease back arrangement allows companies like CVS Caremark (CVS) or Dollar General (DG) to free up their investments into their properties while at the same time offering his company durable income streams for years to come. Schorsch noted that American Realty Capital avoids properties that would be difficult to lease and the deal only with established corporate tenants, not franchisees.

So with so many properties spanning so many industries, tenants and geographies, how is the American economy faring? Schorsch said the economy is essentially flat, but corporations are stable and their earnings are beginning to pick up.

Cramer said that American Realty Capital is a terrific domestic story and another example of how stocks can vastly outperform U.S. Treasuries that yield next to nothing.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer reiterated that he remains a huge fan of stocks with big dividends, but also cautioned that not all big dividends are created equal.

Case in point: supermarket Supervalu (SVU), a stock that going into Thursday yielded 6.5% with repeated assurances from company management that its dividend remained safe. That was until management eliminated its dividend altogether, sending Supervalu shares into free-fall to $2.69 a share.

3 of 4

Select the service that is right for you!

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.
Submit an article to us!
DOW 17,031.14 +43.63 0.26%
S&P 500 1,984.13 -1.41 -0.07%
NASDAQ 4,518.9020 -48.6960 -1.07%

Brokerage Partners

Rates from

  • Mortgage
  • Credit Cards
  • Auto

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