Ellis added it appears the analysis cited in the article was based on merely a single quarter's worth of the company's results, which is not a fair metric. He said looking at a full year of results makes far more sense when determining how much Linn is worth.
When asked about some of the problems in the company's first-quarter results, Ellis said the weather and infrastructure issues that hampered production will not carry over to the second half of 2013. He reminded viewers that while prospecting for oil is a risky business, Linn is completed hedged against commodity risk and only buys long-lived assets with proven reserves, both of which lessen the risk to investors significantly.
Cramer said he's siding with Ellis, which is why he owns the stock for his charitable trust, Action Alerts PLUS.
Executive Decision: Naren Gursahaney
In his second "Executive Decision" segment, Cramer spoke with Naren Gursahaney, CEO of ADT (ADT), a company that missed earnings by 2 cents a share despite a picking in housing. ADT is currently an Action Alerts PLUS holding.Gursahaney said that over the longer term, the more new houses are built, the more opportunities for ADT to continue with its market-leading products. He said that ADT currently has 25% marketshare and will add 25,000 new subscribers just from new home creation alone this year. However in the short term, Gursahaney said, there were some dealer problems that hindered his company's quarterly results, as well as some problems that emerged from splitting the commercial and residential products into separate divisions. Those investments, he said, are now largely behind the company and growth will resume. When asked about the competitive environment, Gursahaney said ADT continues to have the strongest portfolio of products, products that, unlike many of the competitors, can run on any broadband system and is not tied to a single provider. He said ADT always starts from a life, safety and security focus, which means it ha the most reliable products on the market. Cramer said he continues to like the ADT story.
Lightning RoundIn the Lightning Round, Cramer was bullish on Ellie Mae (ELLI), Radian Group (RDN), Genworth Financial (GNW), Discover Financial Services (DFS) and Allergan (AGN). Cramer was bearish on EZchip Semiconductor (EZCH), SandRidge Energy (SD), Cynosure (CYNO) and Two Harbors (TWO).
Executive Decision: Irwin SimonIn his third "Executive Decision" segment, Cramer sat down with Irwin Simon, chairman, president and CEO of Hain Celestial (HAIN), a stock that's come under fire of late after the company reported what was perceived as weak earnings and guidance. Simon said Hain does not give quarterly guidance in order to avoid the very confusion the markets have been experiencing. He said Hain did report $20 million less in revenue after the company missed some UK promotions and others were pushed into the following quarter. Responding to his critics, Simon reiterated his goal is to build a global organic food and wellness company, and that means building brands in Europe and the UK -- may not be stellar performers at the moment. He said that here in the U.S., Hain's consumption is up 9%, which bodes well for the company globally once the global economy returns to growth. Simon said he never receives credit for making great acquisitions and strategic deals, nor any credit for the company's successes in Canada and other parts of the world. He said that Hain's strategy is no different than that of Pepsico (PEP). Cramer said he agreed with Simon's analysis and remains a believer in the stock.
No Huddle OffenseIn his "No Huddle Offense" segment, Cramer took a look back on the 2010 flash crash that sent stocks skidding over 1,000 points in just minutes, seemingly for no reason. He said that two years later, it's time to embrace high-frequency trading and the chaos it sometime creates because there's likely no way to stop it. Cramer said it's time to stop fretting about these trading platforms running amok and begin to start profiting from them. That's why he continues to recommend investors use limit order, and not market orders, when they trade. He also advises companies with buyback programs to set limits on multiple levels to buy their stock in the event the machines send it to extraordinarily low levels. It's time to profit from high-frequency trading, Cramer concluded. Everyone else is. 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
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