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
TheStreet Open House

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).

2 of 3

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

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
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

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

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, 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
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 17,071.22 -41.93 -0.24%
S&P 500 1,977.80 -5.05 -0.25%
NASDAQ 4,505.8520 -6.3420 -0.14%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs