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

Cramer said he's not believing the skeptics in this stock and feels OpenTable has a bright future.

Lightning Round

In the Lightning Round, Cramer was bullish on SunTrust Banks (STI), Crosstex Energy (XTEX), ARM Holdings (ARMH), Biogen Idec (BIIB), Nokia (NOK) and FirstEnergy (FE).

Cramer was bearish on Teva Pharmaceutical (TEVA) and Mondelez International (MDLZ).

Profitable Breakups

Breaking up is not only easy to do, it's profitable, too, and Cramer has the numbers to prove it. He recapped some of the most notable corporate breakup stories he's recommended over the past few years.

Cramer said when the old American Standard split itself up in February 2007, it unlocked $4.4 billion for shareholders, a 36% gain. The old Tyco (TYC) split itself into three companies shortly thereafter and took its enterprise value from $68 billion to $86 billion in just 18 months.

Cramer also mentioned Altria (MO), which spun off Kraft (KFT) in 2007, which in turn split itself into two. Combined, the enterprise value more than doubled, he noted, and that's not including dividends.

More recently, Cramer recommended Marathon Oil (MRO) and ConocoPhillips (COP), which saw its shares pop 30% and 29%, respectively. There were also gains in several others, including Covidian (COV), Abbott Laboratories (ABT) and News Corp (NWSA).

In all of these cases, the stock rose on the news of the breakup and kept rising after the breakup occurred. This is not speculation, Cramer concluded, it's a tried and true strategy for success.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer said Yelp (YELP - Get Report) and Groupon (GRPN - Get Report) are hot once again, but he remains a skeptic.

Cramer said that while the metrics seem to be moving in the right direction for both of these companies, neither still has any earnings. Both companies are benefiting from a strengthening consumer as well as growth in mobile devices.

But with Groupon's international business still lagging and Yelp's valuation now sky-high, Cramer said there's little reason to own either stock.

"Nothing is assured in tech," Cramer concluded, so investors need to be careful.

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 COP.

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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