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Cramer's 'Mad Money' Recap: Focus on the Positive

Cramer said the moral of these cautionary tales is to never trust management unless the company has earnings to back up its claims. In both cases, company management gave no indication the dividend was in trouble until it was.

In some rare cases, management does provide a heads-up, as Excelon (EXC) did for most of last year. But for the vast majority of cases, the shareholders are the last ones to know unless they're doing their homework.

Lightning Round

In the Lightning Round, Cramer was bullish on Yahoo! (YHOO), American Water Works (AWK), Aqua America (WTR) and US Airways Group (LCC).

Cramer was bearish on BlackBerry (BBRY), Level 3 Communications (LVLT) and Titan International (TWI).

Executive Decision: Nick Schorsch

In the "Executive Decision" segment, Cramer sat down with Nick Schorsch, chairman and CEO of American Realty Capital Partners (ARCP), a REIT that's raised its dividend in the past five consecutive quarters.

Schorsch has a positive story to tell -- his properties are not only 100% leased at the moment but his company has 0% of those tenants renewing their leases over the next 12 months and only 1% of their leases renewing in the next three years. Additionally, he noted that 79% of all American Capital's tenants are investment grade.

Being a REIT is all about size, Schorsch continued, which is why his company is looking forward to being added to some prominent ETFs and indices such as the Russell 2000 in the coming year. He said that size matters a lot and far more investors will be investing in American Capital once it's a part of these key investment vehicles.

When asked how the economy affects his company, Schorsch said American Capital is built to be durable in any economy. He said the company doesn't have tenants in the volatile electronics or bookseller space, for instance, and sticks with more stable clients including the federal government and FedEx (FDX).

Finally, when asked about acquisitions, Schorsch said he's projecting $1 billion in new acquisitions this year, which should translate to a 16% earnings per share growth year over year. He said that goal should be easily attained.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer said that despite the best efforts of Washington to keep our economy down, even a completely dysfunctional government isn't enough to stop the good things happening across our nation.

Whether it's a resurgence in auto sales after a depression-like slump, or rising retail sales or the boom in housing and oil and gas, good things seem to be happening, noted Cramer -- even though no one in Washington other than Federal Reserve Chairman Ben Bernanke seems to be working towards job creation.

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.

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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