This Day On The Street
Continue to site
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

Cramer's 'Mad Money' Recap: Looking for Real Leaders

Turning back to human products, Papa said consumers are realizing that all of Perrigo's products meet the same Food and Drug Administration standards as the national brands but cost 25% to 30% less. That's why 91% of people who try a store brand or private label product stay with that product. It's also a boon for retailers, Papa said, because they can enjoy higher margins.

Papa explained that one of Perrigo's successful tactics has been, of all things, packaging. He said by making packaging similar to that of the national brands, consumers are encouraged to compare, which begins the process of giving Perrigo products a try.

When asked about catalysts for the second half of the year, Papa touted his company's generic product for the popular Mucinex. He said that product, in all its variations, will be a big driver for next year's cold and flu season.

Cramer said with so many good things happening at Perrigo, investors need to look beyond the negative headlines.

Executive Decision: Matt Roberts

In a second "Executive Decision" segment, Cramer spoke with Matt Roberts, president and CEO of OpenTable (OPEN), the restaurant reservation system that last week posted a two-cents-a-share earnings beat on a 15% rise in revenue. Shares of OpenTable are up 28% since Cramer last spoke with Roberts in February 2012.

Roberts had a positive story to tell, saying dinner seating was up 28% for the quarter and the company's mobile offerings have been "massively positive" for reservations. He said OpenTable still only accounts for 15% of all reservations in North America, leaving a lot of room for growth.

When asked about some of the negatives raised by analysts, Roberts explained that sales in the UK have not been strong, but they're also not a big headwind. He also disputed the notion that his sales force is becoming less productive. He said sales are seasonally weak this quarter, but there are no problems with his sales force overall.

Finally, when asked why restaurants would be willing to share their revenue with OpenTable, Roberts explained OpenTable offers an amazing return on investment for restaurants, including the ability to remember diner preferences like gluten-free or booths versus tables. In addition, OpenTable makes it easy, and less embarrassing, to cancel a reservation, giving restaurants the ability to get that table back compared with having a no-show.
2 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr 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

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

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
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
OPEN $102.95 -0.02%
GRPN $3.49 0.00%
PRGO $96.11 0.00%
YELP $21.51 0.00%
AAPL $93.64 0.00%


Chart of I:DJI
DOW 17,891.16 +117.52 0.66%
S&P 500 2,081.43 +16.13 0.78%
NASDAQ 4,817.5940 +42.2360 0.88%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs