Panera's 2.0 plan should be installed in 150 company-owned cafes by the end of 2014, and close to 900 locations by year-end 2015, he said.
Playing the Pot Trade
Cramer's keeping his eye on the marijuana business. What's an investor to do?
"Because I'm a conscientious investing coach. Here's the responsible way to play the marijuana trade," he said -- GW Pharmaceuticals (GWPH), or "the real marijana stock." Cramer said this company thinks it's silly for your doctor to write you a prescription for a couple of joints.
This company has an internal library of marijuana plants, with the right levels of chemicals in a controlled and reproducible amount, Cramer said. Why is a marijuana pill different than smoking the plant? When you take a drug, you want consistent dosage. Traditional medical marijuana can vary plant by plant.
The products are not yet FDA-approved, but the company is on track for it. GWPH has a mouth spray that's already approved in 25 countries, Cramer noted.
Executive Decision: Todd Davis
With the big momentum selloff in the past couple of months, plenty of babies got thrown out with the bathwater, Cramer said. Look at LifeLock (LOCK - Get Report), a profitable identity-theft-prevention company with real earnings growth that has become darn cheap.
This stock has been slammed along with the momentum-stock pullback of late. It's now trading at just 22 times next year's earnings, despite having a 24% long-term growth rate. LifeLock got unexpectedly pummeled in the wake of the Heartbleed virus news because it was seen as being in the wrong neighborhood.
LifeLock co-founder and CEO Todd Davis joined Cramer to discuss recent results.
Events like the Target (TGT) credit card breach and the Heartbleed virus scare gives the company a real tailwind, Davis told Cramer. LifeLock is the known brand and has the most comprehensive protection. LifeLock ended the first quarter with 31% more members compared to the same period a year ago.