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Jim Cramer's 'Mad Money' Recap: The Cloud Is the Future

Cramer said Workday is just another example of how cloud companies are some of the only ones able to post the kind of growth that Wall Street craves.

Executive Decision: Jeremy Stoppelman

For his second "Executive Decision" segment, Cramer sat down with Jeremy Stoppelman, co-founder and CEO of Yelp (YELP - Get Report), the online rating and review Web site that's seen its shares triple in 2013 as the company sets itself up for long-term growth.

Stoppelman said Yelp was built for the mobile world because there's no better time to receive relevant, targeted ads than when you're on your phone looking for a good restaurant near you. That's why nearly 40% of Yelp's current ads are already mobile and why that number is increasing all the time.

Stoppelman admitted that back in 2004 he was worried whether the Yelp concept, which began in San Francisco, would take off in other cities. Now, years later, Yelp operates in over 100 cities around the globe and users everywhere are in love with the service. When asked whether businesses tolerate bad reviews, Stoppelman said that, overall, many businesses provide great service for their customers and those that don't just have more incentive to try harder.

Turning to Yelp's future, Stoppelman said his company is exploring other verticals, including food delivery reviews as well as reviews for doctors and dentists. There are a lot of areas where Yelp makes sense, said Stoppelman. Cramer agreed, saying he loves Yelp's growth trajectory.

Lightning Round

In the Lightning Round, Cramer was bullish on Hartford Financial Services (HIG) and Las Vegas Sands (LVS).

Cramer was bearish on Chart Industries (GTLS), ING US (VOYA), SandRidge Permian Trust (PER) and Boyd Gaming (BYD).

Executive Decision: Jim Lillie

In a third "Executive Decision" segment, Cramer sat down with Jim Lillie, CEO of Jarden (JAH - Get Report), home to over 100 household brands including Mr Coffee, Rawlings, Sunbeam and, most recently, Yankee Candle. Shares of Jarden are up 51% over the past 13 months since Cramer last spoke with Lillie.

Lillie started off by commenting on Jarden's acquisition of the once-publicly traded Yankee Candle, saying Jarden was able to come in at the right time and the right price to get the company, which was already a good brand but is now a better one under his company's management.

But the main thrust of Jarden's growth has been innovation. Lillie noted that even a brand like Crock-Pot is innovating with personalization options and new products for those who frequently entertain at home. Other innovations include reinvigorating Ball jars, which families are using to preserve healthy and organic foods, and Sunbeam, which has added many items for pets including water purifiers and hair clippers.

All told, Jarden now has over 140,000 stock-keeping units among its brands, a metric that shows just how unique the company is, Cramer said.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer weighed in on Tesla Motors (TSLA - Get Report), which has been embroiled in an emotional tug-of-war between those who love the cars and those who hate the stock.

How will Tesla fare over the long term? Cramer said that only time will tell. If the company can meet its production goals, shares will soar. But if the recent car fires dent production and end in a recall, shares are valued far too high.

This push and pull of competing investors can be seen daily, as nearly a quarter of the company's outstanding shares are held short, leaving a tight supply for those who want to buy more. That leads to the wild swings we're seeing in the stock, Cramer explained, which is why he's watching the excitement from afar and not engaging in the battle.

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 no position in stocks mentioned.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for, Inc., and CNBC, and a director and co-founder of All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of 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, 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 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, 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, 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 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, 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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