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Cramer's 'Mad Money' Recap: Get Over Your Pessimism and Buy

Booz Allen Hamilton (BAH): "It doesn't seem to get cheap. I reiterate it's a great situation."

American Capital Strategies (ACAS): "No. I like American Capital Agency (AGNC) and Annaly Capital (NLY)."

Fossil (FOSL): "They lowered the expectation. I'm going to say don't buy."

Hexcel (HXL): "That's a great aerospace play. Everyone will want to flock to that one."

Harris Corp (HRS): "Even at a 52-week high, this is undervalued. I like it very much."

Executive Decision

In the "Executive Decision" segment, Cramer spoke with Jeff Gardner, president and CEO of Windstream (WIN), a rural telecommunications company with a hefty 10.6% yield.

Gardner explained that investors should not look at Windstream on an earnings per share basis, but look at cash flow when evaluating the company's dividend. He said Windstream generated $1.60 per share of cash flow over the past 12 months, which makes him very comfortable with his company's current dividend yield.

When pressed about the company's lackluster performance so far this year, Gardner attributed the 20% decline in Windstream's share price to a broadband promotion that "missed the mark" and TV service pricing that was not as beneficial for the company as expected. He called Windstream a "long-term" story and touted his company's 5,000 contracts for fiber to cell towers and its 18% increase in cloud services.

Cramer told viewers that Windstream is indeed a longer-term story and they should be paying attention to it.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer once again reminded viewers that execution matters. Take the huge miss in earnings at Lowe's (LOW), compared to the stellar performance of rival Home Depot (HD). Cramer said he's giving the home improvement giant one quarter to turn its same-store sales around, or Lowe's CEO may find himself on Cramer's "Wall of Shame."

Cramer also touted Aetna's (AET) acquisition of Coventry Health Care (CHV) as a symbol of great execution while gadget accessory maker Zagg (ZAGG) lost its CEO amid tepid sales.

Cramer said these cases are a reminder that it's worth paying top dollar for strong management.

--Written by Scott Rutt in Washington, D.C.

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

To submit a news tip, send an email to: tips@thestreet.com.

To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.

Stock quotes in this article: MLNX, INTC, WFC, WIN, MMM, HON, SDRL, IGT, DUK, BBBY, BAH, ACAS, AGNC, NLY, FOSL, HXL, HRS, LOW, AET, HD, CVH, ZAGG 
At the time of publication, Cramer's Action Alerts PLUS had a position in WFC.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com 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 TheStreet.com, 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 TheStreet.com 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, TheStreet.com 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 TheStreet.com, 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 TheStreet.com. 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 TheStreet.com, 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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