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In an "Executive Decision" segment, Cramer sat down with George Barrett, chairman and CEO of Cardinal Health (CAH) - Get Report , a stock which is down 9% for the year, after falling more than 20% in 2016. Shares of Cardinal currently yield 2.9%.

Barrett described his company as the "largest company you've never heard of." It distributes drugs and medical supplies to 80% of hospitals and 60% of all pharmacies. He said Cardinal has been diversifying their portfolio of offerings to become even more of a critical force in the healthcare system and become less susceptible to swings like those that caused weakness this quarter.

When asked about that weakness, Barrett explained that they've seen cycles in generic drugs before, but this time, those swings were bigger than expected. Looking toward 2019 and beyond, however, Cardinal sees significant growth and market outperformance.

When asked about healthcare reforms in Washington, Barrett said he sees Cardinal as being on the right side of the trends toward more efficient care that gets delivered in the right way at the right facilities.

On Real Money, Cramer says that when you look at the shale fields that BHP Billiton Ltd. (BHP) - Get Report bought and the prices they paid, you have to wonder whether someone just lost his mind. Get Cramer's insights with a free trial subscription to Real Money.

Cramer and the AAP team point out that with stocks sharply higher, three names in their portfolio have outpaced the broader market. Get in on the conversation with a free trial subscription to Action Alerts PLUS.

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At the time of publication, Cramer's Action Alerts PLUS had no position in stocks mentioned.