Foreign vs. Domestic
The market continues to divide stocks into two camps -- those with international exposure and those without. That's how a stock like Delta Airlines
(DAL) could see its shares plunge 5% on what was otherwise a solid quarter. The company noted on its conference call that its average revenue per seat was slipping due to worries over the downing of MH17, Ebola in Africa and continued tensions in the Middle East.
The same pattern emerged with today's strong auto sales numbers, Cramer continued. Only Tesla Motors
(TSLA) , largely a domestic automaker, was able to end the day higher. All others fell on, you guessed it, global worries.
Then there's CVS Health
(CVS) , which today, in addition to changing its name from CVS Caremark, announced that it's no longer selling tobacco products in its 7,700 locations. Shares ended up nearly 1%.
If it's domestic, the markets love it, Cramer concluded, everything else is shaky at best.
Executive Decision: Ben Van Beurden
In his second "Executive Decision" segment, Cramer sat down with Ben Van Beurden, CEO of Royal Dutch Shell
(RDS.A - Get Report)
, an Action Alerts PLUS holding that's up 13% for the year and sports a 4.7% dividend yield.
Van Beurden said that as an insider at Royal Dutch he's in a unique position to know how the company operates and where it needs to improve. He said he's been honest and clear about his decisions to make big changes at the company, including a focus on value as well as growth.
When asked about operating in tough areas of the world, Van Beurden said Royal Dutch has always been in tough areas like Russia and Nigeria, but the company takes a long-term view, making decade-long investments that pay off for decades that follow.
Turning to the U.S., Van Beurden noted that the Marcellus shale region has been a "sweet spot" for the company. He also came out in favor of allowing U.S. oil exports to help bolster the U.S. oil market.
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Cramer said Van Beurden is doing a fantastic job turning things around at Royal Dutch Shell and that's why he's a big buyer for AAP.