Cramer's 'Mad Money' Recap: The Benefit of Doing Nothing
When asked about the company's specialization in hospitals, Aldag noted hospitals are at the top of the food chain when it comes to health care in America, so they're not affected by politics. He said the market for additional acquisitions for Medical Properties remains huge because there is still about $500 billion worth of hospital real estate left to buy.
So what do hospitals get by selling their properties to Aldag and leasing them back from Medical Properties? Aldag said it's simple, the hospitals get to free up their investments and put that money to work elsewhere, making the decision to sell a win-win for everyone involved.
Cramer said Medical Properties remains a terrific company with outstanding prospects for growth as well as a terrific, stable yield.
No Huddle Offense
In his "No Huddle Offense" segment, Cramer said that while the markets are abuzz with the latest labor statistics, it will be the earnings from aluminum giant Alcoa (AA) that matter most to the markets. He said while this company has been a serial disappointer as of late, it offers a terrific read on the health of the U.S. and global economies.Alcoa has a hand in the aerospace industry, said Cramer, because over one million Alcoa screws and fasteners go into every Boeing (BA) 787 Dreamliner. It also plays into the defense arena, making parts for Air Force and Navy jets. Alcoa is big in the auto industry, as well as in commercial construction. Alcoa makes the gas turbines that are replacing coal in our utility system, as well as the drill pipes used by the oil and gas industry. And the list continues, said Cramer, from the skin of the new iPad to of course, bottles, cans and wraps the world over. So while the earnings of Alcoa may not be significant to most investors, the company's commentary should be.
In Closing...In his closing comments, Cramer opined on the continuing decline in Apple (AAPL), a stock he owns for his charitable trust, Action Alerts PLUS. He continues to recommend Apple for the long term, and would use the current weakness in the stock to start buying back in. --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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