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: Trading on Expectations

Beyond the numbers, Cramer noted Diageo also has the least exposure to Europe, just 21% of sales, while having the largest exposure to emerging markets at 40%. With 58% gross margins, Cramer said Diageo would be his way to play this red-hot sector.

Despite this, Cramer said that while Diageo has had a great run he would wait for a pullback before pulling the trigger.

Lightning Round

Here's what Cramer had to say about callers' stocks during the "Lightning Round":

Wells Fargo (WFC): "It's time for more Wells Fargo!"

Magnum Hunter Resources (MHR): "It's a great spec on oil. Oil needs to hit $110 before it'll really kick in though."

First Solar (FSLR): "Come on. That was the first good quarter that you could sell off of. I'm a seller, not a buyer. "

Roundy's Supermarket (RNDY): "Very disappointing. I'll be revisiting this one."

American Capital Agency (AGNC): "That yield is good. I like AGNC. It's done a good job."

Liquidity Services (LQDT): "I like this model and I think it's OK. I would dip my toe in it here."

Oracle (ORCL): "I am not going to go against Oracle in the fourth quarter when it's seasonally strong."

Ellington Financial (EFC): "I think it's fine. This is a residential REIT."

Westar Energy (WR): "That is a terrific company with a great yield. Safety never takes a vacation."

Mad Mail

In the "Mad Mail" viewer feedback segment, Cramer followed up on Jazz Pharmaceutical (JAZZ), a stock that stumped him on an earlier show. Cramer said he likes this company. He was also bullish on Gaylord Entertainment (GET), a company that will be converting itself into a real estate investment trust in the near future.

His final stumper, NXP Semiconductors (NXPI). Cramer said this company could have a nice spike higher during the fall season.

When asked about Kodiak Oil & Gas (KOG), Cramer said this stock has been too hot and needs to cool off before investors buy in. Likewise with Hershey Foods (HSY), where Cramer advised selling half a position and letting the rest run.

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 17,156.85 +24.88 0.15%
S&P 500 2,001.57 +2.59 0.13%
NASDAQ 4,562.1890 +9.43 0.21%

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