In a market where the best technology wins, Cramer asked Gavrielov if he's worried about competition. Gavrielov responded that innovation is always the focus at Xilinx and the company has the patent portfolio to prove it. He also said there's a good likelihood of dividend increases in the future.
Cramer continued his recommendation of Xilinx.
On the Road
With travel picking up, it's time to own an online travel agency, Cramer told viewers. With so many to choose from, Cramer said he's sticking with best of breed, and that's
(PCLN - Get Report).
Shares of Priceline may be lagging the group so far this year, but Cramer said he's not concerned with the short term because the company is a proven long-term performer and has the most exposure to international bookings. Priceline derives a full 75% of its revenue from outside the U.S., with a huge business in Europe and an expanding one in both Asia and Latin America, two of the hottest markets.
Priceline is also buying rival
, giving the company even more growth potential. When it last reported, Priceline delivered a 27-cent-a-share earnings beat on a 20% rise in revenue. Cramer said that while
also has high growth, it's no match for what Priceline can deliver.
Priceline is also not an expensive stock, noted Cramer, trading at just 18.7 times earning with a 19.4% growth rate. Expedia trades at almost the same multiple, he added, even though it lags in growth. The same applies to
, another popular name that's not growing as quickly as Priceline.
Cramer said he's a fan of
, but that stock has risen too high and needs to cool off before he can consider investing.
In the Lightning Round, Cramer was bullish on
Fortune Brands Home & Security
Cramer was bearish on
Magnum Hunter Resources
Am I Diversified?
In the "Am I Diversified?" segment, Cramer spoke with callers and responded to tweets sent via Twitter to
to see if investors' portfolios have what it takes for today's markets.
The first portfolio included:
Cramer said "Bingo!" because this portfolio is diversified.
The second portfolio's top holdings included:
Cheniere Energy Partners
Medical Properties Trust
Cramer said he also blessed this portfolio as properly diversified.
No Huddle Offense
In his "No Huddle Offense" segment, Cramer once again cautioned investors to be wary of any negative commentators they may see on TV or read in the papers. He said that all too often these money managers are not fully invested in the markets and are either short the markets or need them lower so they can buy in and catch up to their rivals.
Cramer said these naysayers often have many "fears" about the market, including the
, the sequester, China, Europe and countless others. These are the same managers who feared the fiscal cliff in December, he added, and missed a spectacular rally.
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-- Written by Scott Rutt in Washington, D.C.
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