This Day On The Street
Continue to site
ADVERTISEMENT
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

Cramer's 'Mad Money' Recap: Stick With What Works

That strategy, panned at the time, appears to be working, said Cramer. Paid subscribers were up 13% quarter over quarter, allowing the Times to make more money from paid circulation than it did from advertising for the first time in its history.

In addition, Cramer said the Times has been selling non-core assets, including About.com and most recently the Boston Globe, allowing it to focus on its core business -- producing quality content and charging people for it. Cramer said with this new focus, the Times may now be in a position to sell itself, something that would have never happened with so many ancillary businesses.

So for the first time ever on "Mad Money," Cramer said he's bullish on the New York Times.

Coke or Pepsi?

It's the age old question: Coca-Cola (KO - Get Report) or Pepsico (PEP - Get Report)? Cramer said when it comes to the beverage, that's up to the individual. But when it comes to the stocks, there's only one clear winner and that's Pepsico.

Cramer said on the surface the stocks of Coke and Pepsi may seem similar. Pepsi sells at 15.7 times earnings while Coke trades a little higher at 16.2 times earnings. But when comparing the companies since the beginning of the year, shares of Coke are only up 4% while Pepsi has soared by 10%.

Pepsi is ready to compete, said Cramer, delivering a three-cent-a-share earnings beat on 5% organic revenue growth. Meanwhile, Coke delivered a much weaker quarter. Coke also has 100% exposure to soft drinks, while Pepsi only derives 40% of sales from drinks and the other 60% from snacks. This is important, Cramer reminded viewers, as soft drinks have increasingly come under scrutiny by a more health-conscience consumer.

Pepsi is also the whole package, said Cramer, with plenty of new products and a strong international footprint including a joint venture in China. He said the stock of Pepsico may be volatile, so he'd start a position at current levels and buy more on weakness.

Lightning Round

In the Lightning Round, Cramer was bullish on American Capital Agency (AGNC), Annaly Capital (NLY), Heckmann (HEK), BlackRock (BLK), Dole Food (DOLE), ConAgra Foods (CAG) and Hormel Foods (HRL).

Cramer was bearish on Ford Motor (F).
2 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

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
Stocks Under $10

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

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

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
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

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

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
SYM TRADE IT LAST %CHG
KO $41.08 0.00%
MM $1.72 0.00%
NYT $13.22 0.00%
PEP $96.35 0.00%
AAPL $121.30 0.00%

Markets

Chart of I:DJI
DOW 17,689.86 -56.12 -0.32%
S&P 500 2,103.84 -4.79 -0.23%
NASDAQ 5,128.2810 -0.5040 -0.01%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs