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Any move by governments toward Big Brother is good for shareholders of

Nice Systems

(NICE) - Get Report

, Jim Cramer told viewers of his "Mad Money" TV show Friday.

Cramer said that even though the domestic-security stock has already run up 20%, "I need you in it." He said he likes that such stocks are immune to politics.

If Democrats fare well in this fall's elections, they may cut defense spending, but they won't want to look weak on security, he said.

If Republicans hang on to congressional control, "Nice will thrive," Cramer said.

There's still money to be made here, Cramer said, because Nice has seen some "incredible" deals in the last month, it's leaving its competitors in the dust and it's cheap on the fundamentals.

Cramer said that just three days ago, Nice expanded its deal with



and also recently agreed to help boost security at the Eiffel Tower, as well as securing a deal to improve the Boston subway system's automated fare-collection operations.

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Nice does have some competition, with

Verint Systems

(VRNT) - Get Report


Witness Systems

( WITS) and

Comverse Tech

( CMVT), he said.

But each of those stocks has its own problems. And none of them is "en fuego" like Nice, which is trading at 21 times next year's earnings, Cramer said.

A caller then asked Cramer whether there was another defense play in


(HON) - Get Report

, which the caller said was making engines for unmanned drones.

Cramer said that Honeywell has too many other parts to its business and that instead, he'd direct the caller to

L-3 Communications

(LLL) - Get Report


A second caller asked whether newly public defense contractor



would pull back.

Cramer said that stock was "good to go."

Tech Spec

Cramer said the recent tech rally could help investors make money, but the way to make


money is to find newly public companies in hot sectors.

It happened with


( DIVX), and Cramer said he would try to repeat that call with one on

Riverbed Tech



Cramer said the stock went public on Sept. 21, and it's already up $3, but investors haven't missed that much, mainly because Riverbed is "beating


(CSCO) - Get Report

at its own game."

If you like Cisco, you will love Riverbed," Cramer said.

Riverbed's niche is supplying network appliances for companies that need to extend their wide-area networks, or WANs. The company does have some competitors, but it's making the superior product, Cramer said.

Though Riverbed is not yet profitable, that "gets us in

on the ground floor" because revenue growth is strong, and the balance sheet is "a thing of beauty," Cramer said.

Cramer said that Cisco,

Juniper Networks

(JNPR) - Get Report


Citrix Systems

(CTXS) - Get Report

are trying to take market share, but they can't move in.

Riverbed also has licensing deals with


(HPQ) - Get Report

, which Cramer owns for his charitable trust,

Action Alerts PLUS,


( MCDTA) and



He believes that the company will start showing results from those alliances during the next quarter.

The Coming Week

Cramer's trading game plan for next week centers around the continuing tech rally that he believes will continue through October and November. Up until now, semiconductors have been somewhat indifferent to the run-up, Cramer said, but he believes they could now join the rally.

Chief among chipmakers,


(INTC) - Get Report

has shown some signs of life, moving higher in the last two weeks.

But Cramer said he doesn't know if that means the stock is finished climbing. Intel reports Tuesday, and Cramer believes that the company will raise guidance, giving its shares a boost.

He suggests buying before the earnings report, but even if traders wait until after the report, "there will be money to be made."

There also will be money to be made in other semiconductor stocks, such as



. The company reports Thursday, and Cramer expects their number to be "hideous."

He said he likes the fact that Broadcom has become a hated stock because it will become even more undervalued compared with its growth rates. Eventually the stock will move higher, and "the shorts are going to have to eat it."

Outside of tech, Cramer said

General Electric's

(GE) - Get Report

earnings on Friday showed strong infrastructure operations, which, in turn, could help a purer play like

Foster Wheeler


, which Cramer owns for his charitable trust,

Action Alerts PLUS.

GE also showed that its medical business was strong; Cramer believes that can only be good for

Beckman Coulter

( BEC).

Likewise, GE's strong appliance showing could help a stock like




However, a company's bad earnings report can also be good for other stocks. Cramer believes that an "awful number" from trading company


( LAB) would help

NYSE Group



Cramer also suggested getting in ahead of next week's brokerage earnings by

Merrill Lynch

( MER),


(JEF) - Get Report


Knight Capital



Similarly, Cramer likes

American Standard

( ASD) and airline operators





(CAL) - Get Report

ahead of their earnings reports next week.

Cramer then interviewed

Arena Pharmaceuticals

(ARNA) - Get Report

CEO Jack Lief, who touted his company's progress in two of the largest health care growth areas: obesity and diabetes.

Lief said the company's lorcaserin drug has performed well in Phase II clinical trials, while a diabetes partnership with

Johnson & Johnson

(JNJ) - Get Report

, which Cramer owns for his charitable trust,

Action Alerts PLUS, has garnered a $5 million milestone payment.

Cramer called Arena his "spec play of the year."

To view Cramer's interview with Lief, click here.

Lightning Round


Cramer was bullish on

International Securities Exchange

( ISE),


(GRMN) - Get Report





Rite Aid

(RAD) - Get Report


The Children's Place

(PLCE) - Get Report


Sears Holdings




(LOW) - Get Report



( BLUD),

Johnson Controls

(JCI) - Get Report



(TM) - Get Report



Cramer was bearish on


(DAKT) - Get Report


Home Depot

(HD) - Get Report


Checkpoint Systems






Avanir Pharma




(RMBS) - Get Report


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

click here.

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

clicking here


At the time of publication, Cramer was long Foster Wheeler, Johnson & Johnson, Hewlett-Packard and Sears Holdings.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for, Inc., and CNBC, and a director and co-founder of All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of 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, 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 is related to the specific opinions expressed by him on "Mad Money."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.