Cramer said while he's a fan of both these stocks, he's keeping a close eye on Boroden's suggestions because she's been spot-on since the beginning of the year.
Executive Decision: Marc Benioff
For his "Executive Decision" segment, Cramer spoke with Marc Benioff, chairman and CEO of Salesforce.com (CRM), which today delivered a penny-a-share earnings beat on a 37% year-over-year rise in revenue.
Benioff said Salesforce is performing well on all of its metrics but he prefers to look at the operating cash flow number, which rose 67% year over year, as a gauge of the company's continued growth.
Benioff also noted Salesforce's growth stems from a host of industries including health care, retail and financial services. He said Salesforce has seen big wins with customers large and small.When asked whether foreign exchange rates have affected earnings, Benioff said, overall, Salesforce sees a stable exchange rate environment and is not impacted by it in any meaningful way. Cramer said the markets are still leery of high-growth names like Salesforce that don't offer dividends, but that doesn't mean the company isn't performing on its promises.
What the Heck?In his "What the Heck?" segment, Cramer dove into the curious case of Hanes Brands (HBI), the apparel maker whose stock is up 16% so far in 2014 while the rest of its industry has struggled to maintain its footing. The stock has more than doubled, including dividends, since Cramer got behind the company 14 months ago. Cramer said Hanes deserves every point of its share increase and more because it is a consistent operator that delivers on its promises. The company delivered an 18-cents-a-share earnings beat, saw a 180-point increase in its gross margins and raised its guidance, all in a quarter where the weather wiped out most of retail. Cramer said Hanes is designed for profits. Its bedrock brands Hanes, Champion, Playtex and Maidenform all sell at premiums compared to private label alternatives and the company owns most of its supply chain, meaning it can innovate and scale up new products like no one else.
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