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Cramer's 'Mad Money' Recap: The Power of Positive Thinking

The CEO said the company's business "is going fantastically" and the core software business at the cloud computing company is up 20%.

Cramer said Red Hat is buying companies and investing in them and you have to do that in order to maintain both your growth rate and the price-earnings multiple. He doesn't understand what the analysts want Red Hat to do.

Whitehurst said the company missed its earnings forecast by 1 cent due to costs associated with closing the deal on recent buys. That represented 100% of the miss. "We continue to have solid operating margins, and cash flow from operations grew 35% year over year," he said.

Whitehurst said last year's Gluster acquisition is expected to add to revenue and billings next year.

Red Hat is taking on large strategic companies, the CEO said.

Cramer said what Red Hat is doing is building the business "and that's what we want." Red Hat can hold up under close scrutiny, Cramer said.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer took another look at Apple vs. Google and refuted those who listened to him Monday and thinks he likes Google better.

He said that good trading, like investing, is a matter of where you make your entry point. You simply don't want that first buy to be too high or feel like you're going out on a big limb, Cramer told viewers.

He said people missed the point when he said Monday that Google might have been a better buy than Apple. It's not a matter of liking Google better or whether he will sell Apple, he explained, it's just a matter of which offers a more attractive entry point at this moment.

While Apple is still riding the wave of its iPhone 5 release, Google investors seem to be getting their groove back, he said. He likes both stocks and considers them cheap.

But "This isn't politics," he said, "this is investing. I'm not trying to get elected. I'm not even trying to make friends. My goal is and always has been to try to get you to make as much money as possible."

So he advises investors to keep your eye on Apple as it pulls back. In the meantime, Google right now is signaling "buy."



--Written by Anthony Buccino in New York for The Street.

At the time of publication, Cramer's Action Alerts PLUS had a position in AAPL and KEY.

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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