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 - 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.
In the Lightning Round, Cramer was bullish on
Hartford Financial Services
Las Vegas Sands
Cramer was bearish on
SandRidge Permian Trust
Executive Decision: Jim Lillie
In a third "Executive Decision" segment, Cramer sat down with Jim Lillie, CEO of
(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
(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.
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-- Written by Scott Rutt in Washington, D.C.
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