Cramer was bearish on
Bank of New York Mellon
Executive Decision: Vivek Ranadive
In his second "Executive Decision" segment, Cramer spoke with Vivek Ranadive, chairman and CEO of
, a stock that's up 22% since Cramer last checked it in December. Tibco just reported a 6-cents-a-share earnings beat on higher revenue and gross margins. Shares of Tibco trade at 20.6 times earnings with an 11% growth rate.
Ranadive started off by highlighting
as one of Tibco's customers that is taking advantage of his company's 21st century software to analyze big data in real time. He said if your company provides the right products, then they will always be in demand -- which is why Tibco is seeing a pickup in sales across the globe, from the U.S. to Europe and into Asia.
Ranadive also talked about how Tibco software is helping the oil industry, from analyzing data to determine where the best chances of striking oil are, to telling oil tankers which ports will provide them with the best price for their cargo while they're on the high seas.
Cramer noted that after being stalled for a few quarters, this was the breakout result from Tibco that he has been awaiting.
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.
The first portfolio included:
Cramer said "wow," as this portfolio was perfectly diversified.
The second portfolio's top holdings included:
Bank of America
Cramer said this portfolio "rocked."
The third portfolio had:
and Ford as its top five stocks.
Cramer identified two of a kind with Berkshire and Citigroup. He said the portfolio needed a defense stock like
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-- Written by Scott Rutt in Washington, D.C.
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