Abrahim had good things to say about his company's outlook. He's not worried interest rates are starting to tick upwards, mainly because they're coming off historically low levels. The markets are still geared towards first-time homebuyers, and that's good news for Radian. Not only did the company have record loan volume in May, Abrahim said his company's pipeline is picking up.
Another metric moving in Radian's favor: home values. Abrahim said homeowners are less likely to default on mortgages when home prices are rising and will have more options available to them other than defaulting on their loans.
Cramer also asked Abrahim about recent proposals to scale back the government's involvement in mortgage insurance. Abrahim said many of these proposals would be in Radian's favor as they'd give the private sector a larger part of the overall mortgage market.
For all these reasons, Cramer said Radian remains one of his top picks in the housing market.
Executive Decision: Marc BenioffIn his second "Executive Decision" segment, Cramer once again spoke with Marc Benioff, chairman and CEO of Salesforce.com (CRM), which today announced it's acquiring Exact Target (ET). Benioff last appeared on "Mad Money" 10 days ago after Salesforce reported its most recent quarter. Benioff said it was imperative for Salesforce to be the number one player in sales, service and marketing software. The Exact Target acquisition, which is costing his company $2.5 billion, was the perfect match to fill in the marketing leg of that three-legged stool. Benioff explained Exact Target, which is already a Salesforce partner, is a young company with lots of room to grow but is already a leader in the email and digital marketing space, which Salesforce customers have been seeking. Cramer said acquisitions like Exact Target are the reason he continues to recommend Salesforce.com as a cloud computing leader.
Lightning RoundIn the Lightning Round, Cramer was bullish on Advanced Micro Devices (AMD), Isis Pharmaceuticals (ISIS), Green Mountain Coffee Roasters (GMCR), CVS Caremark (CVS) and Walgreens (WAG). Cramer was bearish on Walt Disney (DIS), SolarCity (SCTY), Rite Aid (RAD) and ADT (ADT).
Executive Decision: Susan SalkaIn a third "Executive Decision" segment, Cramer sat down with Susan Salka, president and CEO of AMN Healthcare Services (AHS), a staffing and solutions provider for the health care industry that recently posted a four-cents-a-share earnings beat with solid growth in all of the company's segments.
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