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Jim Cramer's 'Mad Money' Recap: Apple Fooled the Analysts

Finally, when asked about the company's use of cash, Iger explained that Disney uses 60% of its capital on growth, 20% on acquisitions and the remaining 20% on dividends and stock buyback programs. There are no plans to hoard cash, he noted, saying that there aren't any acquisitions on the size of Marvel or Lucasfilm in the foreseeable future.

Cramer said that Disney remains, as always, a terrific investment.

Lightning Round

In the Lightning Round, Cramer was bullish on Nexstar Broadcasting Group (NXST), Tesla Motors (TSLA), Ford Motor (F), Five Below (FIVE) and Micron Technology (MU).

Cramer was bearish on Yingli Green Energy (YGE) and Transocean (RIG).

Executive Decision: Martin Richenhagen

In his second "Executive Decision" segment, Cramer sat down with Martin Richenhagen, president and CEO of Agco (AGCO - Get Report), the agricultural equipment maker that's at a 52-week high despite overall weakness in the agriculture sector. Shares of Agco are up 11% since Cramer last spoke with Richenhagen in mid-July.

Richenhagen said Agco's success stems from the many investments it has made over the past 10 years. He said international markets continue to be one of the bright spots for the company, and quipped that his non-American status and German heritage does give him a slight advantage in Europe, which continues to recover.

But even outside of Europe, Richenhagen noted that sales are strong in South America, which is due, in part, to Agco building local factories in that region.

When asked about sales here in the U.S., Richenhagen said Agco is competing head-to-head with Deere & Company (DE) by reducing the number of its dealers and sticking with a high-quality, exclusive approach toward its brand.

Cramer said that while he dislikes the entire agriculture sector at the moment, he's willing to make an exception for Agco, which has been rallying in the face of the decline.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer said there was a lot on the line for stocks during last week's trading, and perhaps there still is.

Cramer said it's clear now that the Federal Reserve's decision was the right one, as a continued spike in interest rates would've crippled the home builders and made it extremely difficult for other dividend stocks like real estate investment trusts and master limited partnerships to avoid huge price declines. With Europe improving and U.S. debt still on shaky ground, it's easy to fore foreign money leaving our markets in the near future.

The Fed can't keep buying bonds forever, Cramer concluded, which is why the antics of Washington will continue to matter a great deal in the coming weeks.

To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.

To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here.

-- 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 AAPL and F.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com 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 TheStreet.com, 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 TheStreet.com 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, TheStreet.com 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 TheStreet.com, 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 TheStreet.com. 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 TheStreet.com, 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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AGCO $48.09 0.00%
DIS $106.69 0.00%
FB $80.78 0.00%
GOOG $524.05 0.00%

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