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 FeedbackIn 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 OffenseIn 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 Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.
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