Cramer's 'Mad Money' Recap: Next Week's Game Plan

Sarepta Therapeutics (SRPT): "That's a speculative stock but a good speculative stock."

Boardwalk Partners (BWP): "I like this company. It's one of the best MLPs out there."

Under Armour (UA): "Everyone is bearish on Under Armour and that's wrong. The chart is bad but I like it."

Sony (SNE): "I don't like Sony. They may make the battery in the iPhone 5 but that is not enough to move the needle."

Getting Feedback

In the "Mad Mail" viewer feedback segment, Cramer said that while some investors are worried about Dunkin Brands (DNKN), he finds the stock's current levels intriguing. He also suggested looking into Five Below (FIVE) and Ulta Salon (ULTA).

Cramer was less bullish on Velti (VELT), a mobile marketing firm. He said a rise in competition makes this company too risky. He wouldn't count out Hillshire Brands (HSH), the meat product spinoff of Sara Lee (SLE). Cramer said this will be a reinvestment year for the new company, but he would be a buyer on weakness.

When asked to choose between CenturyLink (CTL) and Verizon (VZ), Cramer said that CenturyLink is a comeback story and both Verizon and AT&T (T) remain strong buys.

But when asked about ARM Holdings (ARMH) versus Qualcomm (QCOM), Cramer said the clear winner is Qualcomm, although he likes Broadcom (BRCM), a stock he owns for his charitable trust, Action Alerts PLUS, even more.

Finally, when asked about Deckers Outdoor (DECK), Cramer said this is one stock that simply "ain't working."

No Huddle Offense

In his "No Huddle Offense" segment, Cramer said he was "shocked" to see both Oracle (ORCL) and Tibco Software (TIBX) trade sharply lower after they reported earnings Thursday.

Cramer said these after-hours, hair-trigger traders simply have no idea what they're trading on because both companies saw their stocks rocket higher after the conference calls began.

Oracle is doing fantastic, he said, and only saw its revenue dinged by currency fluctuations. Tibco also saw an uptick in business, and was hit by currency as well as five fewer selling days in the quarter.

Cramer said many viewers ask about after-hours trading. He said instead of studying how to trade after-hours, those viewers should study how to research stocks so they can beat up on the sellers of these stocks.

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

To email Scott about this article, click here: Scott Rutt

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

At the time of publication, Cramer's Action Alerts PLUS had a position in BRCM, NKE and SLB.

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."

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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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