This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
TheStreet Open House

Jim Cramer's 'Mad Money' Recap: The Right Stocks at the Right Time

While some analyst have raised concerns that the stalled Keystone XL pipeline from Canada into the U.S. will be a death knell for the Canadian oil sands, Cenovus tells a different story, saying it's already using rail to transport its oil to the coast, where it's being exported worldwide.

Cenovus expects to grow production 14% annually for the next few years and Cramer thinks the company is not getting any credit for the great assets the company has. It's terrific 3.4% yield pays investors to wait while the rest of the market realizes that the company is already well on track to make up for last year's troubles.

Shunning Sexy

Is sexy going out of style? Are investors shunning exciting stocks for ho-hum safety stocks? Cramer said they are, and he's got two stocks to prove it.

Just two weeks ago Estee Lauder (EL) and Clorox (CLX) reported their earnings. Estee Lauder blew away the estimates and raised guidance while Clorox missed estimates on slowing growth. Yet, Clorox shares fell by less than $1 and for the year both stocks are hovering near breakeven.

Why is Estee Lauder not dramatically outperforming? Cramer said it's because Clorox is a safe, reliable name that just so happens to pay a hefty 3.3% yield that was just raised by 4% a few days ago.

Estee Lauder has everything going for it, Cramer said. The company is growing at 6% to 8% a year, it gets 60% of sales from overseas and it has exposure to the rapidly growing emerging markets. Estee Lauder also pays a 1.1% dividend and raised its full-year guidance.

Yet, none of this matters to investors, Cramer continued. They'd rather own the stable Clorox, makers of the bleach, detergent and trash bags that everyone needs no matter what the economic climate.

Cramer said investors willing to take a risk can certainly own Estee Lauder, but those who agree that caution should be the word of the day will be quite happy with Clorox.

Executive Decision: Terry Gregg

For his "Executive Decision" segment, Cramer sat down with Terry Gregg, CEO of DexCom (DXCM), makers of a constant glucose monitoring system for diabetics that eliminates the need for pricking a finger. Shares of DexCom are up 130% since Cramer first mentioned the company for speculation back in March 2011.

2 of 3

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 17,156.85 +24.88 0.15%
S&P 500 2,001.57 +2.59 0.13%
NASDAQ 4,562.1890 +9.43 0.21%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs