Goldfield continued that for many small businesses, the reporting requirements of the Affordable Care Act have been causing the most problems. For those businesses with employees in multiple states, those requirements increase exponentially. There are 50 million people who go to work in small businesses, Goldfield noted, and they all need TriNet's services.
Cramer said TriNet remains the only recent IPO that he's recommended holding onto because the company lives up to all its promises.
No Huddle Offense
In his "No Huddle Offense" segment, Cramer said if you want to pick good stocks, you need to know where the demand is -- and nothing tells you that better than new offerings of stock. Case in point: Concho Resources (CXO - Get Report) and ExamWorks Group (EXAM - Get Report).
Concho is a red-hot oil driller in the Permian Basin. Its shares are up 22% for the year. The company needed to raise money so it can expand its drilling operations, so it offered up six million shares in a secondary offering at $129 a share. Demand was so strong, the deal was upped to 6.5 million shares, but even then, shares closed up at $132 by the close.
Compare that to ExamWorks, a company that offers support services to the health care industry. Cramer said this is one of a dozen companies in this space and, yes, it's losing money. But that didn't stop it from offering 3.1 million shares a $33.90 a share, down from the original price of $35.30 the night before. Despite the lower price, shares still fell instantly, down 11.6% for the day.
While Concho was using its proceeds to expand and grow its business, ExamWorks used its cash to instead let executives cash out and dump their shares all at once. The distinction between these two offerings couldn't be clearer, Cramer concluded.
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-- Written by Scott Rutt in Washington, D.C.
To email Scott about this article, click here: Scott Rutt