(MU), which rose 36% this quarter. Cramer said this company is benefiting from a planned acquisition as well as the end of new manufacturing capacity coming online. He said Micron's DRAM and NAND memory businesses are both doing well.
(ACT), a company Cramer said he also likes going into the second half of 2013.
In the Lightning Round, Cramer was bullish on
Las Vegas Sands
Cramer was bearish on
American Capital Agency
International Game Technology
Executive Decision: David Wenner
In the "Executive Decision" segment, Cramer once again sat down with David Wenner, president and CEO of
(BGS - Get Report)
, a stock that's up 202% since Cramer first got behind the stock in Oct 2010.
Wenner said that B&G's acquisition of
, a maker of healthy snack foods, is just another in a series of "smart" acquisitions that are helping his company continue its growth trajectory. He said there are still plenty of brands out there to be bought and B&G remains positioned to make more acquisitions as great deals arise.
When asked about the Pirate acquisition in particular, Wenner said the deal gives B&G more exposure in the higher-growth snack for segment and since investors are now looking for both yield and growth, Pirate is a perfect fit.
Also helping B&G's success is its product innovations. Wenner said his company has launched 30 new products across many of its product lines in recent months and innovation will continue to be a focus
Am I Diversified?
In the "Am I Diversified?" segment, Cramer spoke with callers and responded to tweets sent via Twitter to
to see if investors' portfolios have what it takes for today's markets.
One portfolio included:
SPDR Gold Shares
Cramer said this was a conservative portfolio, but it is a well-diversified portfolio.
To watch replays of Cramer's video segments, visit the Mad Money page on CNBC
-- Written by Scott Rutt in Washington, D.C.
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