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Jim Cramer's 'Mad Money' Recap: Thinking 5 Steps Ahead and Being Wrong

Quinlan also talked about his company's shareholder-friendly nature, pointing out both the sizable dividend and share repurchase programs.

Cramer said there's clearly a disconnect between all of the exciting things Donnelley is working on and the share price. He continues to recommend the stock.

Why Panera Bread Isn't Toast

Did the markets convict the wrong stock? That's sure what it felt like after Buffalo Wild Wings (BWLD) posted a flawless quarter, only to see its shares fall 13%, while Panera Bread (PNRA) missed on both the top and bottom lines but saw its shares rally 3.5%.

This may seem like an apparent injustice, Cramer explained, but not if you look at where these stocks were coming from and what investors were expecting.

Shares of Wild Wings were already up 45% for the year and rallied from $150 to $167 a share going into the quarter, said Cramer. When the company delivered what was expected of it, investors locked in their gains.

But shares of Panera were down 17% in 2014 and going into the quarter the stock was at a new 52-week low. Thus when the company showed its first growth in nearly six quarters, the short-sellers were caught off guard and needed to cover in a hurry.

Cramer said Panera has a lot of positive things to say in its conference call, including its willingness to take down debt in order to accelerate their Panera 2.0 initiatives which have shown terrific results in their testing.

Using this prism, Cramer said the markets' actions were totally rational.

Executive Decision: Thomas McInerney

In his second "Executive Decision" segment, Cramer spoke with Thomas McInerney, president and CEO of Genworth Financial (GNW - Get Report), the insurance provider whose shares fell sharply, down 14%, after the company reported a 4-cents-a-share earnings miss, primarily from its long-term care insurance division.

McInerney said there's no doubt that Genworth is losing money on some of its older long-term care policies as the cost of healthcare has risen sharply. However, he noted that over 30 states have approved premium increases to help offset these costs going forward.

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