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
(IP - Get Report), 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
(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.
In the Lightning Round, Cramer was bullish on
Cramer was bearish on
Green Mountain Coffee Roasters
Executive Decision: Rick Hamada
P/>In a third "Executive Decision" segment, Cramer checked in with Rick Hamada, CEO of
(AVT - Get Report)
, 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
earnings were amazing, yet were met by yawns.
, 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,
, 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.
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-- Written by Scott Rutt in Washington, D.C.
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