An Obamacare Winner
In his second "Executive Decision" segment, Cramer spoke with Keiran Gallahue, chairman and CEO of
(CFN), a company that had an earnings beat of 10 cents a share on a 2.1% rise in revenue and better than expected gross margins. Shares of CareFusion are up 26% since Cramer last spoke with Gallahue in November 2011.
Gallahue said that when it comes to the new Obamacare rules, CareFusion comes out a big winner. He said hospitals, more than ever, need to both reduce their cost of care as well as improve patient safety, and that's exactly what CareFusion's products are designed to help them do.
When asked about the company being spun off from
(CAH), Gallahue said that it was critical that CareFusion, a technology company, be spun off from its non-technology parent. He said that as a tech company, the investments are different, the timelines are different. For CareFusion, a healthy research and development budget is critical, all of which they're better able to manage now that it is a standalone company.
Cramer said that investors looking for a pure play on health care should look no further than CareFusion.
No Huddle Offense
In his "No Huddle Offense" segment, Cramer pondered what the next move might be for
(AAPL - Get Report)
, a stock he owns for his charitable trust,
Action Alerts PLUS
Cramer said Apple has made a living delivering products that customers can't even imagine, falling in love with them when they see them. That could certainly happen in the television world if Apple delivered a box that really does do it all, giving us all the content we want.
But if the cable companies and content providers aren't willing to let that happen, what would it take to pull it off? In a word, cash -- something Apple has it spades. Apple could buy up TV networks along with
and anything else it needs and still have cash to spare.
Under that lens, maybe Apple's huge cash hoard isn't so unrealistic after all.
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-- Written by Scott Rutt in Washington, D.C.
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