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
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Jim Cramer's 'Mad Money' Recap: A Winning Quarter

Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener.


NEW YORK (TheStreet) -- The last day of the second quarter gave investors lots of ways to win, Jim Cramer told his Mad Money viewers Monday, and the third quarter might not be all that different. While the bears may point to June being the slowest month of the year, in 2014 all the major averages managed to eek out gains, and there were many ways to profit.

Over on the Nasdaq, Cramer noted that many of the high-value stocks including Tesla Motors (TSLA), FireEye (FEYE) and Workday (WDAY) all showed strong results. Meanwhile, Monday morning merger news made stocks like PPG (PPG) pop a quick

Cramer said many of the major investing themes of 2014 remain intact, things like the natural and organic food movement continue to power Hain Celestial (HAIN) and its peers higher. Activist investors are also still all the rage, with Nelson Peltz' interest in Bank of New York Mellon (BK) sending those shares up 3.4%. Cramer said it's not too late to get in on that deal.

Analysts upgrades have also been working, Cramer noted, with Micron Technology (MU) and Norfolk Southern (NSC) among the winners there.

Finally, there's the red-hot initial public offering market, with stocks like GoPro (GPRO) raging higher on its debut last week. Add to this a red-hot biotech group with stocks such as Mannkind (MNKD) powering higher and it's easy to see why Cramer can't wait to see what the second half of the year brings.

What Inflation?

If Federal Reserve Chair Janet Yellen isn't worried about inflation, you shouldn't be either, Cramer told viewers. He said the scaremongers will tell you inflation is running rampant, with everything from home prices to oil and gas to food and commodities on the rise. But the only inflation metric that matters is wage inflation, and we just don't have any wage inflation.

That's because companies continue to run lean, using automation and technology to steadily fire a small percentage of their workforce every year and still be more and more productive.

1 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 17,083.80 -2.83 -0.02%
S&P 500 1,987.98 +0.97 0.05%
NASDAQ 4,472.1080 -1.5890 -0.04%

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