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Jim Cramer's 'Mad Money' Recap: Stick With the Best-of-Breed Stocks

Among the bright spots for DuPont is its safety and protection division, which is seeing an uptick in Kevlar-related sales, and also Latin America, which is seeing increased demand for DuPont's agricultural products.

Finally, when asked about the global marketplace, Kullman said that in big industries including autos, electrical and industrial goods there remains a lot of uncertainty, and the U.S. is losing credibility by not being able to resolve its issues in Washington. "Our destiny is in our control," said Kullman. "We just need to get after it."

Executive Decision: John Faraci

In his second "Executive Decision" segment, Cramer sat down with John Faraci, chairman and CEO of International Paper (IP), which today announced a penny-a-share earnings beat after a 17% boost in its dividend and a monster share buyback program equal to 7.5% of the company's market cap. Despite all the recent good news, shares of IP still trade at just 10 times earnings.

Faraci said International Paper continues to innovate in the packaging business, and he showed off one of his company's new paper-based containers for cold and frozen items that replaces traditional foam containers. He said companies including Tyson Foods (TSN) and Amazon.com (AMZN) remain big customers.

But beyond innovation, Faraci noted IP is also a cash-flow story and has been steadily increasing margins and efficiencies through both acquisitions. He said IP is not interested in just growth, but profitable growth, and only makes acquisitions that make sense and will impact the bottom line.

Cramer continued his recommendation of International Paper, noting that it's the perfect investment for a retirement or discretionary portfolio.

Lightning Round

In the Lightning Round, Cramer was bullish on Cheniere Energy (LNG), Noble Energy (NBL), Royal Bank (RBS) and Halcon Resources (HK).

Cramer was bearish on Green Mountain Coffee Roasters (GMCR), CVR Refining (CVRR) and Triquint Semiconductor (TQNT).

Executive Decision: Rick Hamada

P/>In a third "Executive Decision" segment, Cramer checked in with Rick Hamada, CEO of Avnet (AVT), the distributor of IT hardware and services that today delivered a two-cents-a-share earnings beat on lighter-than-expected revenue and initiated a regular dividend for shareholders.

Hamada said Avnet is looking for a more systematic way to return capital to shareholders and decided that now was the right time to make that commitment in the form of a regular dividend.

When asked about the technology sector overall, Hamada characterized it as an industry with multiple dimensions of change. He said companies are increasingly pressured to keep up with the accelerating pace, which is why there are companies doing well while others fall behind. The key, he said, is to pay attention to your customers and adapt quickly

Turning to the topic of Washington, Hamada said he couldn't draw a straight line from the government shutdown to any specific failure in his business this quarter, which is why he chose not to blame any weakness on Washington. "I'm not going to tell you what I don't see," Hamada said. However, Hamada did mention the troubles in Washington are not going unnoticed around the globe and is a topic Avnet is hearing about every day as it talks to its customers.

Cramer said he continues to recommend Avnet despite the mixed reaction to its quarterly results.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer asked, "will any retailer ever be able to please Wall Street?" He noted that Home Depot's (HD) earnings were amazing, yet were met by yawns. Costco (COST), an Action Alerts PLUS holding, saw same-store sales pop 5%, yet its shares barely crawled back to even.

But then there were the earnings from two niche retailers, Lumber Liquidators (LL) and Tractor Supply (TSCO), that were met with cheers and adoration.

Cramer called these two stocks the "biotechs of retail" because Lumber Liquidators posted a 17% rise in same-store sales while Tractor Supply saw a 7% pop. Both companies still have tons of room to go because Lumber Liquidators only has 17 stores in California and Tractor Supply is just now accelerating its planned store openings.

These stocks may seem expensive, trading at 40 times and 30 times earnings, respectively, but Cramer said given their growth and love from Wall Street they're definitely worth the premium.

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 COST, ESV, NBL and UNP.

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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