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Jim Cramer's 'Mad Money' Recap: A Tale of Two Markets, Again

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NEW YORK (TheStreet) -- It's another tale of two markets, Jim Cramer told his Mad Money viewers Thursday. One market has companies involved in mergers and takeovers, and that market is thriving. The other market is being held hostage by events overseas, and those stocks are wilting.

On the plus side, there were a number of analyst upgrades boosting the stocks of Chipotle Mexican Grill (CMG), up 2.7%, and Ralph Lauren (RL), up 2.8%. There was also product news from GoPro (GPRO) that sent that stock up 6.6%.

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Also, there are the takeovers, deals that are both necessary and often brilliant as companies take control of their destinies. Such was the case with chipmaker Avago (AVGO) snapping up Broadcom (BRCM). That deal only makes Avago more competitive against rival Skyworks Solutions (SWKS). Also this week was Charter Communications (CHTR) buying Time Warner Cable (TWC) in a bid to snap up more customers into its broadband monopoly.

The markets are rewarding these deals, Cramer concluded, and if you're a shareholder in any of these companies, you're being rewarded as well. As for those other stocks being held hostage by currencies and fears of a collapse in Greece, leave those to the day traders.

Executive Decision: Cheryl Bachelder

For his "Executive Decision" segment, Cramer checked in with Cheryl Bachelder, CEO of Popeye's Louisiana Kitchen (PLKI - Get Report), a stock that's been stalled of late despite posting solid earnings.

Bachelder said that she's not focused on the short-term stock slump, she's focused on delivering steady, reliable performance the market will reward over time. She noted that she's always happy to under-promise and over-deliver and feels very comfortable with the 3.5% to 4.5% increase in same store sales they're forecasting.

Turning to more topical issues, Bachelder reiterated that there are no cases of avian flu in the flock that supplies Popeye's, and she expects chicken prices to moderate later this year.

In addition to it's terrific same-store sales growth, Bachelder sees plenty of opportunities to grow both inside and outside the U.S., and the company continues to buy back its shares to further reward shareholders.

Cramer reiterated that stocks that deliver on the numbers go higher eventually, and Popeye's will be one of those stocks.

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