In addition to emergency services, McKim noted Clean Harbors often partners with companies and has employees on site to help maintain, clean and dispose of hazardous waste that is generated through normal operations.
One huge area of opportunity for the company has been the oil and natural gas business, said McKim, with Clean Harbors providing services to help drillers recycle their fracking water as well as other hazardous waste. McKim also talked about his company's recent acquisition of Safety Kleen, which offers services to smaller companies that also see the need to do the right thing with their waste products.
Cramer said he continues to believe in the Clean Harbors story.
Executive Decision: Jim Reid-Anderson
In his second "Executive Decision" segment, Cramer sat down with Jim Reid-Anderson, chairman, president and CEO of Six Flags (SIX - Get Report), the amusement park operator that's delivered a 38% return since Cramer last spoke with Reid-Anderson in July 2012. Shares of Six Flags also currently yield 4.6%.Reid-Anderson said that for as much success Six Flags has enjoyed over the past few years there's still a lot more to come and plenty of growth still ahead. He said it would cost a new competitor $300 million to $500 million per park to replicate what Six Flags already has; given the regulations involved, increased competition isn't likely. Some of Six Flags keys to growth have been making sure there's something new at every park, every year, said Reid-Anderson. Whether that's new rides, new shows or new attractions, there are always reasons for customers to keep coming back. Six Flags has also cut labor costs and improved efficiencies by communicating directly with customers, giving it some of the highest operating margins in the industry. Six Flags also enjoys economies of scale, said Reid-Anderson, as the company is now a national brand made up of regional parks. That means the company can promote itself both nationally and on the local level, appealing to many audiences. Another plus for the company: its extra 1,000 acres of land surrounding its parks. Reid-Anderson said Six Flags doesn't need more space, so as the market improves it will be selling that extra land for a terrific return. Cramer said that Six Flags remains a winner with a high dividend investors would be remiss to pass up.
Lightning RoundIn the Lightning Round, Cramer was bullish on AT&T (T) and CVS Caremark (CVS). Cramer was bearish on Corning (GLW), Oracle (ORCL) and Rite Aid (RAD).
Am I Diversified?In the "Am I Diversified?>" segment, Cramer spoke with callers and responded to tweets sent via Twitter to @JimCramer to see if investors' portfolios have what it takes for today's markets. The first portfolio included: Boeing (BA), Chevron (CVX), Coca-Cola (KO), Walt Disney (DIS) and Apple (AAPL). Cramer said "Bingo!" as this portfolio was properly diversified. The second portfolio's top holdings included: GlaxoSmithKline (GSK), ConEd, Verizon (VZ), New York Community Bank (NYCB) and Cedar Fair (FUN). Cramer said he also liked this portfolio's perfect diversification. The third portfolio had: Google (GOOG), Facebook (FB), General Mills (GIS), Kinder Morgan Energy Partners (KMP) and GlaxoSmithKline as its top five stocks. Cramer said that either Google of Facebook needed to be sold in this portfolio and an industrial stock like General Electric (GE) needed to be added in its place.
No Huddle OffenseIn his "No Huddle Offense" segment, Cramer followed up on his interview last night with Walter Robb, the co-CEO of Whole Foods Markets (WFM - Get Report). He said the company is setting itself up for a multi-year expansion as the younger demographic just can't get enough of the company's healthy products. Cramer said younger people want to know where their food comes from, and Whole Foods simply doesn't sell products unless they meet the company's high standards. He said the company may have stumbled a quarter ago, but has since improved its supply chain and once again proven that it can deliver what its customers demand. 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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