This Day On The Street
Continue to site right-arrow
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
$1 buys you full access to ALL of TheStreet's Subscription Services! Learn More

Cramer's 'Mad Money' Recap: It's Time to Pause

Bjork said Qlik has 20 years of experience in the business intelligence marketplace and is leading the consumerization of enterprise software applications. He said one of the most common data sources Qlik customers plug into belongs to Salesforce.com (CRM), another disrupting force in the industry.

No matter what system companies are using to process their data and spot trends, Bjork said they will still need Qlik to help with the "last mile" of presenting data in a way users can understand and making the information accessible to those who need it.

Cramer said the need for business intelligence is in great demand and Qlik is one of the leaders in the space.

Changes at the Top

When a company has a sudden change in management, investors need to be looking for the exit, Cramer reminded viewers. He said that while CEOs and CFOs retire all the time, those who leave suddenly, without a succession plan, must be sold immediately.

Case in point: Mellanox (MLNX), which has seen its shares fall by nearly 50% since announcing an unexpected management shakeup last October. More recently, Ulta Salon (ULTA) announced its CEO was stepping down on the heels of its CFO resigning late last year. Cramer said that news sent shares down 12%.

True Religion (TRLG) is the latest company to announce changes at the top, and Cramer said news like this is rarely a sign that good things are happening at a company.

Sometimes bad CEOs get the boot, however, and that's good news. See Groupon (GRPN) and Avon Products (AVP) for recent examples of stocks rising on the news of a CEO departure.

Then there are great CEOs who step down the right way, with a known succession plan that investors are expecting. That leads to good things, as McDonald's (MCD), Costco (COST) and most recently ARM Holdings (ARMH) have proven.

So whenever a stock in your portfolio announces a change at the top, Cramer said, investors need to figure out which scenario fits and act accordingly.

Lightning Round

In the Lightning Round, Cramer was bullish on Two Harbors (TWO), Realogy Holdings (RLGY) and Cisco Systems (CSCO).

2 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Jim Cramer and Stephanie Link 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

Jim Cramer's protégé, 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
Try it NOW
Try it NOW
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

Jim Cramer's protégé, 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
Try it NOW
Try it NOW
Try it NOW
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!

Markets

DOW 17,811.64 -3.30 -0.02%
S&P 500 2,069.99 +2.96 0.14%
NASDAQ 4,778.9870 +20.7350 0.44%

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