This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
TheStreet Open House

Cramer's 'Mad Money' Recap: Tomorrow Is Another Day

Tractor Supply is larger, with 1,100 stores and plans to open 90 more next year. The company expects it can ultimately have 2,100 locations, or 85% more than today. The company has decent same-store sales growth and little overlap with the likes of Home Depot (HD) or Lowe's (LOW). Tractor Supply is growing at 18% a year.

With shares of Ulta trading at 29 times earnings and Tractor Supply trading at 23 times earnings, Cramer said both of these stocks are expensive, which is exactly why the momentum traders will love them until the end of the year. He said these companies are a trade, not an investment, although neither have any overseas exposure but do have solid management teams.

Executive Decision

In the "Executive Decision" segment, Cramer spoke with Ron Shaich, founder, chairman and co-CEO of Panera Bread (PNRA), a stock that's rallied 259% since Cramer first recommended it two years ago.

Shaich said the key to Panera's success has been giving customers lots of healthy food options and the transparency to make the best eating decisions. He said whether customers are looking for a low-calorie or high-protein meal or even an indulgent treat, they'll find it at Panera. Shaich also noted Panera was the first national chain to put calorie information on their menu boards.

When asked about Panera's key demographic, Shaich said his company tends to trend slightly older than the fast-food market and sees more casual dining customers who are willing to pay a little more for higher-quality food. That's why Panera has been the best-performing restaurant stock over the past 10-, five- and two-year periods and is again so far this year to date.

Shaich said that Panera is seeing modest cost inflation coming, but the company has adequate visibility to prepare by adjusting its prices accordingly.

Cramer said Panera remains a terrific company a wise investment for health-conscious investors.

Lightning Round

Here's what Cramer had to say about callers' stocks during the "Lightning Round":

American Capital Agency (AGNC): "There are issues with some mortgage trusts. I want you to stick with this one and Annaly Capital (NLY). I think they can manage the yield curve. "

2 of 3

Select the service that is right for you!

Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 17,279.74 +13.75 0.08%
S&P 500 2,010.40 -0.96 -0.05%
NASDAQ 4,579.7870 -13.6380 -0.30%

Brokerage Partners

Rates from

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs