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Jim Cramer's 'Mad Money' Recap: Next Week's Game Plan

But then there are the caveats, said Cramer -- things like the fact that ServiceNow is not yet profitable and currently trades at 15 times sales, a very high multiple.

However, even with the high price tag, Cramer said the markets are clearly enamored by all things cloud computing, which is why he'd wait until the company reports next Wednesday and use any weakness in the stock as an entry point to buy into a stock that very rarely takes a breather.

Back From the Dead

It doesn't happen often, but companies can bring themselves back from the grave, Cramer reminded viewers. That's the case with everyone's favorite Internet punchline, AOL (AOL), once the king of dial-up access, but now a largely unnoticed turnaround story.

Cramer said CEO Tim Armstrong has been succeeding by providing users with relevant content, then matching that content to targeted advertising. Acquisitions like Huffington Post and Patch.com have given the company a notable house of brands in which advertisers are becoming increasingly interested. That's helped AOL's paid search ads grow by 8% in its most recent quarter.

AOL is also cracking down on expenses, said Cramer, and has recently made a painful but necessary restructuring of its local news service, Patch.com. That restructuring is exactly what the company needed, said Cramer, yet few on Wall Street took notice.

More important, AOL has been aggressively buying back its own shares. The company has already reduced its share count from 106 million to 77 million in just a few months time. That's a 27% reduction. Cramer said this aggressive buying and a return to growth makes AOL worth a lot more than its current multiple of 18.3 times next year's earnings.

Lightning Round

In the Lightning Round, Cramer was bullish on Southwest Airlines (LUV), US Airways Group (LCC), Target (TGT), Ruth's Chris Steakhouse (RUTH) and Yum! Brands (YUM).

Cramer was bearish on Advanced Micro Devices (AMD).

Executive Decision: Daniel Starks

In the "Executive Decision" segment, Cramer spoke with Daniel Starks, chairman, president and CEO of St. Jude Medical (STJ), a stock that's up 56% for the year despite turning in a mixed quarter with a penny-a-share earnings beat and in-line guidance.

Starks said the St. Jude story is one of transitioning from yesterday's medical technology to today's. He said St. Jude's latest devices include disruptive technology that can lower the global health care budget while providing better care to patients and profits for shareholders.

Among the company's most promising devices are Nanostim miniature pacemakers and CardioMEMS wireless monitoring technology. Starks said the Nanostim is only a fraction of the size of a traditional pacemaker and has no leads, meaning the procedure to install it is far less invasive yet the device still offers all of the same functionality and longevity.

Starks said the device will not likely make it into the U.S.market in 2014, but he said St. Jude and the Food and Drug Administration are working towards getting the product approved as soon as possible.

Cramer said winning technology like what St. Jude has to offer will make all the difference, even if it isn't immediately available in the U.S.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer asked and answered the question of how big-cap growth names such as Google (GOOG) and Chipotle Mexican Grill (CMG) can have such monster rallies in a single day. The answer is simple: because they fall that much as well.

Cramer said both Google and Chipotle are high-risk, high-reward names that Wall Street either loves or loathes at any given time. Just a year ago, Google's stock was plummeting, but now the company has accelerating revenue growth, the Holy Grail of Wall Street. Chipotle also had a monster plummet in July 2012 but since then is seeing positive same-store sales and is ramping up its ShopHouse Asian Kitchen concept.

Cramer said Google can be bought, even up here, but investors should wait for a pullback before investing in Chipotle, which has the higher multiple.

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 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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