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Cramer's 'Mad Money' Recap: Checking My List

Cramer said that Alexion's primary drug, Soliris, is the gift that keeps on giving. It currently treats ultra-rare blood conditions to the tune of $1.5 billion in sales, but is also in testing to treat numerous other conditions which could add another $2.5 billion in sales. Shares of Alexion are down 19 points from their highs after a disappointing quarter in October and the company receiving an FDA warning letter last week.

Cramer said he's not worried about the quarter because the analysts clearly got ahead of themselves, and the warning letter simply means the company will need to refine how it manufactures Soliris a little further. Trading at just 28 times earnings with a 33% growth rate, Cramer said that Alexion remains a bargain.

Then there's BioMarin, a company with a $7.7 billion market cap but no earnings. Cramer said this company makes enzyme replacement therapies to treat a host of rare genetic diseases. Like Alexion, it has a robust pipeline of new drugs and new indications for its existing stable. Shares of BioMarin are just off their highs and Cramer said he remains a buyer of this biotech, too.

Top Performers

Investors looking for this quarter's top performers might want to take a look at last quarter's top performers, said Cramer, who ran through the top 10 stocks from the S&P 500.

Cramer said Netflix (NFLX) tops the list and is likely to have an encore performance this quarter as its original content and other media deals continue to make it must-have entertainment.

Cramer said the next three winners from last quarter -- Best Buy (BBY), Hewlett-Packard (HPQ) and H&R Block (HRB) -- aren't likely to do well this quarter as they've run out of gas.

He was more upbeat on Micron Technology (MU), however, because consolidation has made it one of only three DRAM memory suppliers, down from seven just two years ago.

In the health care group, Cramer said Celgene (CELG) and Tenet Healthcare (THC) both remain favorites. Marathon Petroleum (MRO) and Avon Products (AVP) are both inexpensive.

Finally, there's grocer Safeway (SWY), a stock that was up 45% last quarter as that company continues to make a comeback against Whole Foods (WFM). At 11 times earnings, Cramer said, Safeway is a steal.

Lightning Round

In the Lightning Round, Cramer was bullish on (PCLN), Progenics Pharmaceuticals (PGNX), Alaska Air Group (ALK), US Airways Group (LCC), Hanger (HGR) and eBay (EBAY).

Which Is Better?

Sometimes the right question to ask is not "which is the better stock," but "which is the better stock... for me." That was the question Cramer was pondering over the weekend after an oil spill made him question whether pipeline operators such as Enbridge (ENB - Get Report) are better or worse than a company such as American Water Works (AWK - Get Report), whose CEO appeared on "Mad Money" last week. Both transport liquids via pipes, noted Cramer, but they appeal to different investors.

Cramer said investors looking for less risk should certainly chose American Water Works. The company has a lot of room to expand, but when its pipes burst the environmental effects are small.

Meanwhile, those looking for more growth should consider Enbridge, the lowest-priced pipeline operator and the largest in the country. Enbridge predicts $35 billion in new investments coming, said Cramer, and the company sports a 2.7% dividend. Enbridge also has terrific earnings visibility.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer took a quick look at some of last quarter's S&P 500 losers. He said the declines in Cliffs Natural Resources (CLF), Apollo Group (APOL) and Apple (AAPL) continue to weigh on the averages, but those of Akamai (AKAM) and Newfield Exploration (NFX) have presented buying opportunities.

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 and JNJ.

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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