Cramer's 'Mad Money' Recap: Five Market Generals (Final) - TheStreet

Cramer's 'Mad Money' Recap: Five Market Generals (Final)

Cramer talks about five ultra-fast growth stocks that have been leading the markets higher.
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NEW YORK (

TheStreet

) -- "There are always leaders, stocks that pull up the rest of the market with their strength," Jim Cramer told a live audience of "Mad Money" fans at the National Cable Show in Los Angeles.

He said in additional to the industrials, which came roaring back today, there are five notable stocks powering the market higher.

Cramer said his five leaders include

Deckers Outdoor

(DECK) - Get Report

,

Intuitive Surgical

(ISRG) - Get Report

,

Salesforce.com

(CRM) - Get Report

,

Chipotle Mexican Grill

(CMG) - Get Report

, and

Apple

(AAPL) - Get Report

, a stock which he owns for his charitable trust,

Action Alerts PLUS.

Cramer said these five stocks are bringing huge new money back into the markets, as these companies can transcend the woes of Europe and a slowing China to deliver unrivaled growth. "These stocks don't need Europe in order to lead," he said.

Growth Investment Ideas

Small Cap Growth ETFs: A Guide

Deckers is the strongest grower in the footwear bull market, said Cramer, adding it delivers a 22% long term growth rate, and shares are up 159% over the past year.

Apple, he said, is perhaps the greatest company of our era, and is up 111% from year-ago levels.

Cramer said Salesforce.com is all about cloud computing, making it one of the best software companies out there. Salesforce delivers a 29% long-term growth rate, and is up 116% since last year.

Intuitive Surgical is still leading the charge in health care, said Cramer, all while delivering 24% long-term growth and a stock that's up 126% year over year.

Finally, he said, there's Chipotle, which is expanding internationally and is up 90% over the past year, and is still growing at 20%.

Cramer said all of these names have massively outperformed the

S&P 500,

which is only up 29% over the past year.

Brand Loyalty

In the "Executive Decision" segment, Cramer spoke with Angel Martinez, chairman, president and CEO of

Deckers Outdoor

(DECK) - Get Report

, to get even more insight into the company's growth and incredible brand loyalty.

Martinez said simply that people love shoes, and when they find ones that are both stylish and comfortable, they stick with them. He said that's why Uggs, the company's flagship brand, has the winning combination, and why most women have four or more pairs of Uggs in their closets.

Asked why Wall Street doesn't seem to fully appreciate the growth Deckers provides, Martinez said that most people don't understand footwear. He explained that people choose shoes that they can identify with, and ones that make a statement about their style. That makes for extremely loyal customers if you can deliver what they're looking for, he said.

Regarding the company's growth, Martinez said Deckers continues to innovate and diversify. He showed off one of the company's new sneakers, saying Deckers is expanding into men's products as well. He also noted the company's Teva brand of performance sports shoes as another bright spot.

Reinvestment Payoff

In a second interview, Cramer sat down with Brian Roberts, chairman and CEO of

Comcast

(CMCSA) - Get Report

, one of the nation's leading cable providers.

Roberts said when Comcast hit tough times, it reinvested in its network and is now seeing the fruits of that reinvestment. He said the company has dramatically increased its broadband Internet speeds, offers over 100 high-definition cable channels, and has over 80,000 shows on demand for its customers.

Roberts said Comcast has been focusing on growing its cash flow, while reducing spending, and is very focused on boosting its free cash flow and delivering more money per subscriber than ever before. He said Comcast's business is very healthy and he said he loves the competition.

Turning to new technology, he said Comcast aims to liberate its customers from old cable boxes. He previewed a new remote control app for the Apple iPad where Comcast customers can browse content and change channels right from the device. Roberts said the company plans to deliver video content to the iPad as well.

Finally, when asked about Comcast's acquisition of NBC, Roberts explained that the deal is accretive to earnings from day one, thanks in part to NBC not having the capital requirements of building and maintaining a cable network. He said the deal will be a "game changer" for the company.

Benefits of Natural Gas

While in California, Cramer met with Andrew Littlefair, president and CEO of

Clean Energy Fuels

(CLNE) - Get Report

, on site at the country's largest natural gas fueling facility.

Littlefair commented on the recently introduced American Power Act, a recently introduced bill which promises to double and lengthen the incentives for natural gas trucks, allowing operators to recoup their additional investment in under a year. Littlefair said there is still work to be done on the bill, but he feels the bill will be a big win for natural gas.

But even without the blessing from Washington, Littlefair said Clean Energy Fuels has grown 56%, and doubled its pipeline of fueling stations. He said the benefits of natural gas are clear: A natural gas truck is 83% cleaner than a 2007 diesel truck, and using natural gas saves truckers the equivalent of $1 a gallon.

Littlefair also touted the job benefits of using natural gas. He said for every truck that's converted, three jobs are created, not the jobs created drilling for the fuel itself. With over three million trucks on the road, the opportunities are plentiful.

Cramer continued his support for Clean Energy Fuels, and the entire natural gas industry.

Herbal Power

In a final interview, Cramer sat down with Michael Johnson, chairman and CEO of

Herbalife

(HLF) - Get Report

, which recently beat Wall Street estimates by 17 cents a share on sales that were up 19%.

Johnson credited much of the company's continued success to the Latino market in the U.S., which has embraced the company's products for daily consumption and is reigniting interest and bringing new energy throughout the country.

Johnson said Herbalife is at the intersection of health and wealth, creating great products to fight obesity and promote wellness while creating income opportunities for its distributors and partners.

Johnson also said in addition to making its products the best on the planet, the company is also vertically integrating itself and is spinning off a ton of cash, which its returning to its shareholders via its huge stock buyback program.

Cramer said Herbalife is still a big winner.

-- Written by Scott Rutt in Washington D.C.

To watch replays of Cramer's video segments, visit the Mad Moneypage on CNBC

.

Want more Cramer? Check out Jim's rules and commandments forinvesting from his latest book by

clicking here.

For more of Cramer's insights during the Lightning Round, clickhere

.

At the time of publication, Cramer was long Apple.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC UNIVERSAL or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

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