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: Forget Washington and Stay the Course

That's why Micron shares have risen from $5 a share in 2012 to $31 today as demand for memory has slowly been rising while costs have been falling and, for the first time, there aren't competitors racing to fill the void.

The facts have changed for Micron, Cramer concluded, and today we saw the first analyst taking notice.

GNC vs. Vitamin Shoppe

Not all earnings disappointments are created equal, Cramer told viewers as he re-examined the vitamin stores, GNC (GNC - Get Report) and Vitamin Shoppe (VSI - Get Report), which last reported back in May.

Cramer explained that when GNC last reported, shares fell 15% on its poor results, taking Vitamin Shoppe, which reported the following day, along for the ride, down 5%. But unlike GNC, which really did have a horrible quarter, Vitamin Shoppe actually didn't do that bad and simply fell victim to GNC's results.

The markets are treating both these stocks the same, Cramer said, and that should not be the case, as GNC's same store sales fell 0.7%, but Vitamin Shoppe saw a 3.6% increase in sales. GNC also touted the company's new loyalty program as a big growth driver but so far those results have been unimpressive at best.

Cramer said that GNC has become too inconsistent and he's not a buyer. Vitamin Shoppe, on the other hand, increased revenue by 10.3%, has booming internet sales, up 17%, and sports a well-diversified product mix that doesn't rely heavily on the fickle diet products. Vitamin Shoppe also derived 25% of its sales from high-margin private label items, with plans to increase that number dramatically going forward.

Trading at just 15 times earnings with a 14% growth rate, Cramer said Vitamin Shoppe is the new clear winner in group, and today's weakness gives investors a terrific entry point.

Executive Decision: Bill Cobb

For his "Executive Decision" segment, Cramer sat down with Bill Cobb, president and CEO of H&R Block (HRB - Get Report), a stock that just delivered a six-cents-a-share earnings beat on a 16% rise in revenue. Shares of H&R Block are up 6% since Cramer last checked in with Cobb back in January.

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
GNC $44.48 0.50%
HRB $29.65 0.47%
MU $18.84 0.59%
VSI $37.27 0.05%
AAPL $125.42 0.72%

Markets

DOW 17,619.51 +23.16 0.13%
S&P 500 2,063.12 +5.48 0.27%
NASDAQ 4,986.8670 +28.3990 0.57%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs