This Day On The Street
Continue to site
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

Cramer's 'Mad Money' Recap: Looking Abroad for Growth

Next, the combined company would also have more leverage over its two main customers, Home Depot (HD) and Lowe's (LOW), and could negotiate better pricing and shelf space.

Cramer said he also likes a merger based on international exposure as the combine company would have a solid foothold in China and other key markets around the globe.

Cramer last recommended both Masco and Fortune a year ago and since then Fortune has risen 72% while Masco is up 48%. He said a combined company would be able to head even higher given how early we are in the U.S. housing cycle.

Getting to the Core of Apple

Can Apple (AAPL - Get Report) still dazzle investors? Cramer told viewers he's starting to have doubts, which has caused him to trim his position of Apple in Action Alerts PLUS by half.

Cramer said Apple now has a few things going against it. The company doesn't appear to have another blockbuster product up its sleeve, at least not that anyone can tell. Its breakthrough TV product may not have the support of cable and content providers, he said, something that would be crucial for its success.

Then there are the missteps, like Maps and the new iTunes, which is loathed by many consumers. Cramer said this customer discontent is brutal for a company that charges a premium for its products and has traditionally not made many public mistakes.

Finally, Cramer said there's his kids, both of whom have come to him recently complaining they're fed up with Apple, as are many of their friends.

Cramer said Apple still remains incredible cheap trading at just 10 times earnings with a 2% yield, but that may not be enough to save the stock. Apple's fortunes could turn on a dime, Cramer conceded, which is why he continues to hold onto Apple shares. But for the near term, the stock may continue to flounder.

Lightning Round

In the Lightning Round, Cramer was bullish on Limited Brands (LTD), Blackstone Group (BX), Kohlberg Kravis Roberts (KKR), Trinity Industries (TRN), HollyFrontier (HFC), GNC Holdings (GNC), BioScrip (BIOS), ConocoPhillips (COP), New York Community Bancorp (NYCB), Public Storage (PSA) and iShares MSCI Japan Index (EWJ).

Cramer was bearish on Fortress Investments (FIG), Resolute Energy (REN) and Nomura Holdings (NMR).

Know Your IPO

In the "Know Your IPO" segment, Cramer circled back on an initial public offering that had a horrible debut in 2012 but now may be ready to run. He said Ruckus Wireless (RKUS - Get Report), which came public on Nov. 15, is now up 77% from its post-IPO lows and investors should take notice.

Cramer explained that Ruckus aims to solve one of Wi-Fi's biggest weaknesses: interference. He said the company's routers and access points use dynamic antennas that adapt to changing conditions in real time, making them ideal for densely populated areas like the enterprise and college campuses. By using Ruckus technology, the amount of coverage a company can get from a single access point is expanded, meaning the company can purchase fewer of them.

The Wi-Fi segment is expected to grow at 20% a year, noted Cramer, and with Ruckus taking share from competitors, it should grow even faster. He said shares are currently sporting a sky-high valuation at six times sales, which is why he'd wait for a pullback before pulling the trigger.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer opined on why stocks like Research in Motion (RIMM), Hewlett-Packard (HPQ), Best Buy (BBY) and Avon Products (AVP) have all been able to rally despite reporting horrible earnings.

Cramer said it's clear all of these names were oversold and attracting bargain hunters, along with those investors hopeful for a breakup or takeover or restructuring or new product to save them.

The problem is, we have no hard evidence of any of these Hail Marys, said Cramer, which makes all of these stocks prone to give up their recent gains in the blink of an eye. Be careful, he concluded.

To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here.

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 positions in AAPL, EWJ, IFX, SBUX.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for, Inc., and CNBC, and a director and co-founder of All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of 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, 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 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, 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, 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 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, 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.
2 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

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
Stocks Under $10

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

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

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
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $93.75 0.05%
FBHS $46.72 3.20%
MAS $25.68 2.90%
RKUS $8.65 4.10%
FB $101.80 -0.11%


Chart of I:DJI
DOW 15,936.27 +276.09 1.76%
S&P 500 1,864.28 +35.20 1.92%
NASDAQ 4,340.0830 +73.2460 1.72%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs