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) -- Investors looking for safe, secure investment ideas need look no further than their local supermarket, Jim Cramer said on

"Mad Money"

Wednesday as he turned the spotlight on

Hormel Foods

(HRL) - Get Hormel Foods Corporation Report

, a company with no exposure to an ailing Europe.

In a world where the plight of a few small countries can hold the world hostage, Cramer said Hormel gives investors exactly what they're looking for. It doesn't have any ties to the European economy and, unlike

JPMorgan Chase

(JPM) - Get JPMorgan Chase & Co. Report

, investors can easily determine how the company makes its money.

But that doesn't mean Hormel is a sleepy stock with no growth, said Cramer. The company is constantly innovating with brands like Jennie-O turkey, which booked $72 million in sales last quarter. Hormel is also the purveyor of many ethnic brands including Chi-Chi's salsa and Wholly Guacamole.



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(FB) - Get Meta Platforms Inc. Class A Report

, which has the attention of just about every investor, Cramer said Hormel has the opposite problem -- not enough investors paying attention to this great company. With corn prices falling and a long runway of non-European international growth ahead of it, Cramer said Hormel is exactly the right stock for our turbulent markets.

Hormel also boasts a 2% dividend yield.

Laptops Obsolete?

Are notebook and laptop PCs going the way of the typewriter? After miserable quarterly results from


(DELL) - Get Dell Technologies Inc Class C Report

, Cramer thinks they are.

Make no mistake, Cramer told viewers, Dell's problems were not just with slowing corporate spending. Sales for the company's consumer products were also down 15%, a staggering figure. But why is this happening?

Cramer said that Michael Dell, Dell's founder and CEO, has a vision of the world that sees everyone with a desktop, a laptop and a smartphone. Unfortunately, that world view is simply wrong, said Cramer, as


(AAPL) - Get Apple Inc. Report

, a stock he owns in his charitable trust,

Action Alerts PLUS, has proven with the iPad.

The seismic shift away from notebooks and laptops in favor of iPads goes far beyond Dell, noted Cramer, as both


(INTC) - Get Intel Corporation Report



(MSFT) - Get Microsoft Corporation Report

are also betting on stabilizing PC and laptop sales. Cramer predicts industrywide estimate cuts for PCs based on the Dell news.

Even the newly minted Facebook is vulnerable, said Cramer, as that company struggles to monetize mobile advertising to a level that matches its desktop business. Simply put, advertisers aren't willing to pay as much for mobile advertising, and tens of thousands of users are jumping to the mobile ship every day.

"Why have a laptop when you can have an iPad?" asked Cramer. It's a question with serious repercussions for the technology sector.

Gloom And Doom Vs. PVH

In the "Executive Decision" segment, Cramer once again sat down with Manny Chirico, CEO of


(PVH) - Get PVH Corp. Report

, a stock that's down 12 points since he last spoke with Chirico, but up 103% since Cramer first recommended it in January 2008. PVH just delivered a four-cent-a-share earnings beat on a 4% pop in revenue and boosted its full-year guidance.

Chirico said he's seeing a disconnect between all of the doom and gloom surrounding the world's economies and the strength of PVH's business. He said sales have been strong, even accelerating, in both the U.S. and Europe. U.S. markets remain strong, with comparable sales in the double digits and European comparable sales in the high-single digits.

Looking to the longer term, Chirico said PVH is well positioned for the future so that when economies improve, business will be taking off. Another bright spot for the company is acquisitions, an area where Chirico said PVH is aggressively looking for brands to buy.

Cramer continued his recommendation of PVH, calling the company one of the best apparel makers out there.

Lightning Round

Here's what Cramer had to say about caller's stocks during the "Lightning Round":

SeaDrill Limited

(SDRL) - Get Seadrill Ltd. Report

: "It looks like a decent situation but oil could go down so I'm going to ask you to lay low."


(HPQ) - Get HP Inc. Report

: "It looks like a decent quarter. They might be doing the right thing. That doesn't mean I want to recommend it though."


(INCY) - Get Incyte Corporation Report

: "I think that this is a great speculative situation. I'll bless it as a spec."

Titan International

(TWI) - Get Titan International, Inc. Report

: "We had management on the show and they were optimistic, so I will be, too. I like it."

Vertex Pharmaceuticals

(VRTX) - Get Vertex Pharmaceuticals Incorporated Report

: "I think Vertex goes remarkably higher. That remains one of the best biotech companies."

Executive Decision

In his second "Executive Decision" segment, Cramer sat down with Abhi Talwalkar, president and CEO of

LSI Corp

(LSI) - Get Life Storage, Inc. Report

, a stock that's up 16% for the year despite falling 25% from its highs over the past two months. LSI manufactures chips for hard drives, servers, routers and other equipment at the heart of the "big data" trend.

Talwalkar said that while there are soft spots in the tech world - mainly consumer and government spending - LSI is able to buck those trends by focusing on the growth areas of tech such as the cloud and wireless infrastructure. Nearly 80% of LSI's business pertains to infrastructure, said Talwalkar, which is why softness in notebook PCS, as reported by Dell, are not a factor.

When asked about the hard-drive market after flooding in Thailand, Talwalkar noted inventory remains lower than pre-flood levels and continues to build. However, more important for LSI, he said, are solid-state flash drives, which offer big profits for LSI. The company expects to be the number one player in the solid-state market this year.

Finally, when asked about the company's growing cash position, Talwalkar said that LSI remains focused on operating margin expansion as well as returning capital to shareholders through its stock buyback program.

Cramer remained bullish on LSI.

Am I Diversified?

In the "Am I Diversified" segment, Cramer spoke with callers and responded to tweets to


to see if investors' portfolios have what it takes for today's markets. The first portfolio included:

Liquidity Services

(LQDT) - Get Liquidity Services, Inc. Report


Cirrus Logic

(CRUS) - Get Cirrus Logic, Inc. Report


Sturm Ruger

(RGR) - Get Sturm, Ruger & Company, Inc. Report



(STX) - Get Seagate Technology Holdings PLC Report



(SBUX) - Get Starbucks Corporation Report


Cramer recommended selling Seagate in favor of a health-care stock or food company in order to get this tech-heavy portfolio diversified.

The second portfolio's top holdings included:


(AAPL) - Get Apple Inc. Report


Baker Hughes




(CSCO) - Get Cisco Systems, Inc. Report



(INTC) - Get Intel Corporation Report



(CTL) - Get CenturyLink, Inc. Report


Cramer identified three of a kind with Intel, Cisco and Apple. He suggested adding an industrial and a food company and selling Cisco and Intel.

The third portfolio had:

American International Group

(AIG) - Get American International Group, Inc. Report



(BP) - Get BP Plc Report


Government Properties Income Trust



Nordic American Tanker

(NAT) - Get Nordic American Tankers Limited Report


Northrop Grumman

(NOC) - Get Northrop Grumman Corporation Report

as its top five stocks.

Cramer said this portfolio was diversified, with a great dividend yield to boot.--Written by Scott Rutt in Washington, D.C.

To contact the writer of this article, click here:

Scott Rutt






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At the time of publication, Cramer's Action Alerts PLUS had positions in AAPL, JPM and AIG.

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.