This Day On The Street
Continue to site
ADVERTISEMENT
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

Jim Cramer's 'Mad Money' Recap: What Was Jim Cramer Thinking?

When asked about Athena's business, Bush said his goal is to generate higher gross margins on all their products every year. He said some years Athena has grown over 30% a year, other years slightly less. But the opportunity is there for significant long-term growth.

Cramer said he encouraged viewers to read Bush's book and see why the established players are battling it out with Athena over the future of the health care industry.

Invest Like Carl Icahn

Has activist investor Carl Icahn lost his mind by buying a 9.4% stake in Family Dollar, the worst dollar store around with a chronic inability to execute and a challenged CEO? Not at all, because where the markets see failure activists see opportunities.

Cramer said while it's true Family Dollar falls short on every metric that matters, activists rarely get involved in well-run companies. Instead, activists invest to where they can make a difference. With shares up 13%, Icahn is already making that difference.

So what are Icahn's plans for Family Dollar. Cramer sees three scenarios. First, Icahn can push to take the company private, as Dollar General (DG) did, making swift changes, then coming public again a few years later. Cramer said this would be hard to pull off, however, as you need a willing buyer.

Then there's the possibility of a merger. Cramer said consolidation makes a lot of sense as there would be a ton of synergies. Again, you need a willing partner that will be tough to find.

Finally, Cramer said the most likely option is a management shakeup, a move that would be good for both the company and its shareholders, as Family Dollar's current CEO is clearly unable to get the job done. Given today's 13% move in the stock, the market agrees.

Executive Decision: Juan Ramon Alaix

In his second "Executive Decision" segment, Cramer sat down with Juan Ramon Alaix, CEO of Zoetis (ZTS - Get Report), the successful animal health spinoff from Pfizer (PFE) in 2013.

2 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

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
Stocks Under $10

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

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

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
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

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

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
SYM TRADE IT LAST %CHG
ZTS $47.07 0.00%
ATHN $114.03 0.00%
FDO $78.92 0.00%
AAPL $124.53 0.00%
FB $85.80 0.00%

Markets

DOW 17,596.35 -350.33 -1.95%
S&P 500 2,057.64 -43.85 -2.09%
NASDAQ 4,958.4680 -122.0370 -2.40%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs