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Cramer's 'Mad Money' Recap: Investing Through Sandy

Stocks in this article: GS HD LOW CLH DB VTR SRZ PNRA VZ HON YHOO DLTR GILD CELG DRI NSC UNP COP LNCO CTL PSX

Cramer was bearish on Hewlett-Packard (HPQ), Interoil (IOC), Nuance Communications (NUAN), United States Oil Fund (USO), Alexion Pharmaceuticals (ALXN) and Windstream (WIN).

The Benefits of Aging

In his second "Executive Decision" segment, Cramer spoke with Debra Cafaro, chairman and CEO of Ventas (VTR), a real estate investment trust that caters to private-pay housing for seniors. Shares of Ventas currently pay a 3.9% yield.

Cafaro said Ventas is definitely benefiting from America's aging demographics. She noted that the over-85 segment is now one of that fastest-growing segments of their market. Unlike some other senior-oriented REITs, Ventas derives 80% of its revenue from private paying individuals and gets 25% from high-end providers like Sunrise Senior Living (SRZ).

Even with those positive trends, however, Ventas is only seeing occupancy at 90%. Cafaro said ultimately expects to see occupancy between 92% to 96%.

Dividends remain an important factor in Ventas' strategy to return capital to shareholders, said Cafaro, which is why the company has raised its dividend by 10% for the past 10 years. Ventas has also purchased an additional $1.7 billion in assets so far in 2012.

Cramer said that few companies offer yield, growth and rising revenue but Ventas is one of those companies.

No Huddle Offense

In his "No Huddle Offense" segment, sounded off on the futures markets, which were decidedly lower after it was announced that the markets would be closed during the hurricane.

Cramer said there was a time when a market closure would see the futures trade up, as that meant there would be mutual funds flush with cash chomping at the bit to buy more stocks when the markets reopened.

But not so in today's markets, where the election, fiscal cliff and global worries continue to weigh on sentiments, despite the fact that a hurricane has historically been a great catalyst to stimulate GDP growth.

That's why Cramer said he'd use the coming market weakness to buy stocks with great earnings and growth, names like Panera Bread (PNRA), Verizon (VZ), Honeywell (HON) and Yahoo (YHOO).

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

-- 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

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

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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