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Cramer's 'Mad Money' Recap: Secrets of the Stock Market

McDermott gave the case of the San Francisco 49ers, one of SAP's customers, which will be using its software to market everything from ticket sales to merchandise to food and beyond. He said the customer experience will be personalized and it will be mobile, reaching 49er fans wherever they happen to be. McDermott called SAP's solutions "precision retail" that focuses on customers and is device agnostic.

Turning to elsewhere in the world, McDermott noted that sales in Europe were up 13%, almost five times more than their competitors. He said that happens because SAP keeps an eye on innovation and helps customers grow their businesses, even in tough times.

Cramer said that SAP delivers on mobile, the cloud and big data, three of the hottest themes in technology.

Turbo-Charged Donuts

In his second "Executive Decision" segment, Cramer spoke with Nigel Travis, CEO of Dunkin Brands (DNKN - Get Report), a company that beat earnings expectations by 1 cent a share and has big plans for growth.

Travis said Dunkin could easily double its store count, adding another 3,000 locations east of the Mississippi and another 5,000 out west and in California. He said Dunkin is all about keeping franchisees happy and about making money, two things the company does very well.

Travis said Dunkin is investing heavily into technology as well. He said the company will be rolling out a loyalty program as well as a mobile app to help encourage ordering on the go. He said the one-to-one market will be a big benefit for Dunkin customers. Travis also touted his company's K-Cup coffee business as another strength.

When asked about Dunkin's overseas efforts, Travis admitted the company's current approach has now worked well. However, he said the company is moving to a new, more flexible strategy that will be country-specific. The new system will take three to five years to begin bearing fruit, however.

Cramer said he remains impressed with Dunkin, calling it the new Domino's Pizza (DPZ) with turbo-charged growth.

Lightning Round

In the Lightning Round, Cramer was bullish on Vale (VALE), KKR Financial Holdings (KFN), Oneok (OKE), National Grid (NGG), Under Armour (UA), Philip Morris International (PM), Altria (MO) and KeyCorp (KEY - Get Report).

Cramer was bearish on Southern Copper (SCCO), Lululemon Athletica (LULU), Exxon Mobil (XOM), Regions Financial (RF) and Clearwire (CLWR).

The KEY to Success

In his third exclusive "Executive Decision" segment, Cramer spoke with Beth Mooney, chairman and CEO of KeyCorp (KEY - Get Report), a stock he owns for his charitable trust, Action Alerts PLUS .

Mooney said KEY was able to deliver 7% year-over-year loan growth last year as well as increases in net interest margin and other key metrics. She said business and industrial lending was particularly strong and KEY also re-entered the credit card business, which helped the bottom line.

Mooney also responded to a recent downgrade, saying the bank was swept up in a number of other bank downgrades, but she feels that her bank's loan growth, margin expansion and other efficiency programs will keep it ahead of the curve. "We have lots of momentum," Mooney concluded.

When asked about KEY's dividend, Mooney said it was able to distribute 50% of its net income to shareholders last year and she hopes to deliver even more as capital requirements improve.

Finally, when asked about the benefits geography gives KeyCorp, Mooney said that being in several different regions, including the southeast, midwest and northeast gives it diversification but also allows it to invest in each region for growth, taking advantages of the strengths each has to offer.

Cramer said KEY remains the strongest regional bank he follows and said the recent downgrade of the stock was simply wrong.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer opined on the extreme views surrounding Facebook. He said that, in short, investors are seeing only what they want to see.

Cramer said the bears simply want results right now, and don't want to hear that Facebook is sacrificing profits now to dominate later in the future. Meanwhile, the bulls love what they hear, a company taking the (AMZN) approach and investing heavily in its future.

So who's right? Cramer said he's agnostic at the moment. He would have expected the company, with a billion users, to be turning at least a little profit by now, he said, but he certainly understands the growth initiatives. The opportunity is huge, Cramer concluded, but only if Facebook gets it right.

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 a position in AAPL, KEY and VALE.

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.
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DNKN $46.92 1.47%
KEY $11.89 -2.46%
SAP $76.87 -2.10%
AAPL $94.05 -1.20%
FB $118.06 0.54%


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