Coming later next month will be Veracyte, Critero, Chegg and CommScope. Overall, Cramer noted, health care, biotech and regular tech (think cloud computing) are all hot commodities at the moment, so investors should keep their eyes open.
Executive Decision: Nigel Travis
In the "Executive Decision" segment, Cramer sat down with Nigel Travis, chairman and CEO of Dunkin Brands (DNKN), the restaurant chain that's seen its shares rise 26% since Cramer last checked in at the end of January. Cramer said Dunkin remains a terrific regional to national growth story because the company has no locations west of the Mississippi river, including none in California, which represents one-fifth of our nation's economy.
Travis said that one of the keys to Dunkin's success has been its transformation from mainly a morning-only business to one that customers come to all day long. That has been accomplished though the addition of more comfortable seating, new lunch sandwiches and some of the fastest public WiFi around, he said. Travis was also excited about National Coffee Day, which the company will celebrate this Sunday with many special deals and promotions.
When asked about what Dunkin gets from social media, Travis said it's engagement. He said Dunkin wants to communicate with its customers and there's no better way than social media, where customers frequently offer ideas and suggestions.Turning to sluggish sales in China, Travis said he's been very honest about the problems there. He felt that Dunkin has perhaps over-localized its offerings, making them more like traditional Chinese fare and less the American novelty that other chains have been offering. That will change, Travis noted, as he's pledged to figure out how to get it right in China. Cramer said that Dunkin remains one of his favorite restaurant stories and this is one stock that is not done going higher.
Lightning RoundIn the Lightning Round, Cramer was bullish on Noodles & Company (NDLS), Opko Health (OPK), Cypress Semiconductor (CY), CBS Corp. (CBS) and Sirius XM Radio (SIRI). Cramer was bearish on Mako Surgical (MAKO) and Nordic American Tanker (NAT).
Eye on EnergyIn his "Eye on Energy" segment, Cramer set his sights on the Permian Basin region of west Texas, an area he called the next Bakken or Eagle Ford caliber finds, one that is already adding to our country's increasing oil and natural gas assets.
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