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Cramer's 'Mad Money' Recap: The Apple of My Eye

Italy and Spain are still weak, noted Cramer, which could signal bad news for multinational companies as well as the financials, both of which are still tied to the troubled continent.

Cramer said he's still a buyer of stocks on any weakness, especially on weakness caused by Europe. But investors must always keep both eyes open to developments in the world's economies as they can still have an impact on the U.S. recovery.

Executive Decision

In the "Executive Decision" segment, Cramer sat down with Frits Van Paasschen, president and CEO of Starwood Hotels (HOT - Get Report), the hotel and resort chain that Cramer said has been hot and getting hotter.

Van Paasschen said Starwood is currently in great shape, the company has a great balance sheet, it generates fees from more sources than ever before and it has 20% more properties than it had just a few years ago. Of the company's 300 properties, Van Paasschen noted a full 85% of them are in red-hot emerging markets. Given that many are franchised, Starwood offers investors cashless growth with no capital investment.

When asked about those hot emerging markets, Van Paasschen said China is picking up and there's strength in Latin America and even in Africa. Starwood has more rooms in China than it does in Europe, he noted, but the company still sees a lot more upside to come. "This is a generational change in travel," Van Paasschen said, not just the usual business cycle.

Starwood currently competes in the high-end to middle market of the hotel and resort business, Van Paasschen said, which allows the company to generate more fees per room than mid- to lower-end competitors. Below the middle, he said, you need a lot more rooms to generate the same level of income.

Cramer said he continues to like Starwood, which is trading for a lot less than the company is actually worth.

Lightning Round

In the Lightning Round, Cramer was bullish on Vector Group (VGR), Axiall (AXLL), Accenture (ACN) and Bemis (BMS).

Cramer was bearish on ConocoPhillips (COP), Booz Allen Hamilton (BAH), MasterCard (MA), Spartech (SEH) and LeapFrog (LF).

Mad Mail

In the "Mad Mail" viewer feedback segment, Cramer said Hewlett-Packard (HPQ) is intriguing, with shares being down 44% last year. He said he would not sell shares down here and is taking a wait-and-see attitude for the next few quarters.

When asked about Abbott Laboratories (ABT) and its recent spinoff AbbVie (ABBV), Cramer said he likes growth, which is why he continues to like Abbott, a stock he owns for his charitable trust, Action Alerts PLUS . However, he wants to sell AbbVie.

Cramer was not a fan of either Key Energy (KEG), or Petrobras (PBR).

No Huddle Offense

In his "No Huddle Offense" segment, Cramer told viewers they'd be foolish not to get in on the secondary offering from Enterprise Products Partners (EPD - Get Report), as the oil and gas pipeline MLPs have been on fire and every secondary offering has been an opportunity to get into the move at a great price.

Cramer said that Enterprise, like most pipeline companies, just can't lay pipe fast enough to keep up with the huge surge in oil production here in our country. Enterprise currently moves 4.3 million barrels a day, but that will be just the beginning.

Cramer told viewers to stick with quality pipeline players, and Enterprise is definitely among that group.

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 and ABT.

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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