Cramer's 'Mad Money' Recap: Next Week's Game Plan
When asked about offering a dividend, Mason confirmed there are such plans to offer a dividend sometime this year. Cramer said HomeStreet offers investors everything they could want from a bank -- growth, consistency and, soon, a nice dividend yield.
Take a Sea Cruise
Is it time to set sail with a cruise stock in your portfolio? Cramer said after the successful IPO of Norwegian Cruise Lines, or NCL, on Jan. 17, the answer is most certainly yes -- just not with Norwegian.
Cramer said while Norwegian stock has risen sharply, the company still has a ton of debt and a shareholder base that includes large equity funds that have yet to cash out of their shares. When those lockups expire, Cramer said, the stock could get pounded, especially from these inflated levels.
But the problems at Norwegian aren't a problem for the rest of the industry, Cramer noted, as the demand for travel and leisure is rising at a time when there's less supply of new ships coming to the market.
That means stronger pricing for the industry, which is largely a happy duopoly between Carnival Cruises (CCL) and Royal Caribbean (RCL). Cramer said the key matrix to watch for the cruise lines is what's called "net yield," which is the amount the cruise lines make per passenger for every cruise day sailed, after expenses. He said a 1% move in net yield can translate into a 7% move in earnings and net yields are poised to go higher as more passengers book their trips online, thereby avoiding a 12% fee paid to travel agencies. So which cruise line rules the roost? Cramer said that Carnival once again comes out on top as the company has 48% market share, has less debt and is more shareholder-friendly with its 2.6% dividend and stock buyback program. Carnival also has a successful fuel-hedging program that eliminates fuel price surprises. It also woos Wall Street with conservative guidance that should be easily beaten.Lightning Round
In the Lightning Round, Cramer was bullish on Deckers Outdoor, Akamai Technologies (AKAM), Colgate-Palmolive (CL) and Henry Schein (HSIC).Select the service that is right for you!
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