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TheStreet Open House

Jim Cramer's 'Mad Money' Recap: Stocks Are Where It's At

Lightning Round

In the Lightning Round, Cramer was bullish on Pharmacyclics (PCYC), Johnson & Johnson (JNJ), Cheniere Energy (LNG), Cheniere Energy Partners (CQP), Ubiquiti Networks (UBNT), Columbia Banking System (COLB) and Apple (AAPL).

Cramer was bearish on Advanced Micro Devices (AMD), Skyworks Solutions (SWKS), Arena Pharmaceuticals (ARNA), Windstream (WIN) and Weatherford International (WFT).

Executive Decision: Gregg Engles

For his second "Executive Decision" segment, Cramer sat down with Gregg Engles, chairman and CEO of WhiteWave Foods (WWAV), which today delivered a penny-a-share earnings beat on better-than-expected revenues and increased margins, which caused management to raise the low end of their estimates, sending shares to a 52-week high. Shares of WhiteWave are up 10% since Cramer last spoke with Engles just three months ago.

Engles said WhiteWave's non-dairy products are increasingly in demand as consumers are looking for healthy nutrition with fewer calories. Such items as almond and soy milks have lots of room to grow given the overall size of the dairy market.

Fortunately for WhiteWave, the economics of almond and soy products is far better than that of traditional dairy, affording the company far higher margins. Additionally, Engles noted that WhiteWave is still a small company and is leveraging its cost structure as sales continue to grow, adding to its bottom line.

WhiteWave is also in the process of selling one of its larger farms, which produces 5% of its organic milk. Engles explained that the farm is no longer an area of expertise for WhiteWave, so the capital will be better used elsewhere.

Cramer said that WhiteWave remains a terrific story.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer weighed in on DineEquity (DIN), purveyors of the Applebee's and IHOP restaurant chains, which continues to only receive a lukewarm reception from Wall Street.

Cramer said its clear that the analysts continue to struggle with DineEquity. While the company continues to cut costs, bolster average ticket prices and keep its brands fresh, Wall Street remains unimpressed, raising price targets only when the old targets have been overrun.

Cramer said that with a 3.75% yield, it's clear that DineEquity is doing something right, but that just creates an opportunity for investors to get in before the analysts finally wake up and recommend the stick at higher levels.

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