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
(FOSL): "They lowered the expectation. I'm going to say don't buy."
(HXL): "That's a great aerospace play. Everyone will want to flock to that one."
: "Even at a 52-week high, this is undervalued. I like it very much."
In the "Executive Decision" segment, Cramer spoke with Jeff Gardner, president and CEO of
(WIN - Get Report)
, 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
, compared to the stellar performance of rival
. 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
Coventry Health Care
as a symbol of great execution while gadget accessory maker
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.
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