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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.

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