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NEW YORK (TheStreet) -- Many of the stocks the bulls wanted to rally actually rallied today, Jim Cramer told his Mad Money viewers Thursday. As the winners in this market came roaring back, there was a lot to like.
In the case of Amazon, what's good for them must be bad for brick-and-mortar retailers like Kohl's (KSS) - Get Report, down 8.5% today, but not Wayfair (W) - Get Report, the online retailer that was up another 9.4%.
Autos continue to be a strong theme, with Advanced Auto Parts (AAP) - Get Report reporting a monster quarter that propelled shares up 9.1%. Home improvement also continues to shine, with Home Depot (HD) - Get Report hitting all-time highs, and the fitness craze continues with Under Armour (UA) - Get Report up a quick 1.6%.
These are just a few of the many stocks that are working, Cramer concluded, at least when the bulls are in charge.
Executive Decision: Strauss Zelnick
For his "Executive Decision" segment, Cramer once again sat down with Strauss Zelnick, chairman and CEO of Take-Two Interactive (TTWO) - Get Report, the game maker that's seen its shares rise 9% since Cramer last checked in back in May and 32% over the past 12 months.
Zelnick said the big change at Take-Two over recent years is his company's earnings are no longer hit-dependent, as the company is now profitable every quarter and can project profits into the future.
When asked about his company's NBA game franchise, Zelnick said the business is growing steadily and has the potential to be a big business, especially in China where Take-Two is still in its early days.
Zelnick said the appeal of video games is not only the immersive story element of their titles, but also the ability for gamers to create their own experiences within those worlds. That's something TV and movies simply cannot deliver.
Cramer agreed and continued his support for Take-Two.
Howard Schultz on Opportunities
In a special interview, Cramer spoke with Howard Schultz, the outspoken CEO of Starbucks (SBUX) - Get Report that today was in Chicago hosting an event called 100,000 Opportunities, which is dedicated to helping young people enter and thrive in the American workforce.
Schultz recently voiced his opinion in a New York Times editorial that America has become devoid of servant leadership, where corporations strike a balance between profits and social conscience. Meanwhile, in Washington, polarization and in-fighting prevents our government from asserting itself as America's social barometer as well.
But Schultz contends that corporate America can do more for our country and society, as his event today has proven. He said many young people feel disconnected from the American dream, but still have a desire to succeed if only given a chance and some direction on how to do so.
Executive Decision: Kevin Sayer
In his second "Executive Decision" segment, Cramer sat down with Kevin Sayer, president and CEO of DexCom (DXCM) - Get Report, the medical device maker with a stock that's up 76% so far this year because the company's glucose monitoring systems continue to outpace the competition.
Sayer said DexCom is the world-class leader in glucose monitoring technology and is a lifesaver for the 1.5 million people diagnosed with type-1 diabetes.
DexCom's products not only continually monitor a patient's glucose levels, they can also provide alerts and notifications to family or physicians and even pop-up notices on an Apple Watch. That's why the company caught the attention of Google's (GOOGL) - Get Report life sciences arm, which has partnered with it to help make the technology small enough and affordable enough for millions around the globe.
Cramer said it's no wonder shares of DexCom hit all-time highs today.
Cramer was bearish on Navigator Holdings (NVGS) - Get Report, Veeva Systems (VEEV) - Get Report, SeaDrill Limited (SDRL) - Get Report, Axovant Sciences (AXON) - Get Report and Enbridge (ENB) - Get Report.
Executive Decision: Ward Nye
Nye explained that when it comes to the aggregates business, where you are matters. That's why his company, with exposure to the southeastern and southwestern U.S., is doing quite well.
Nye said that state spending on infrastructure is finally starting to make a comeback, with states like Iowa, Texas and Georgia all opting to spend more to make their states better. Meanwhile, Nye was also optimistic Congress may actually pass a federal highway bill by the end of the year.
In addition to roads and bridges, Nye noted that non-residential construction is beginning to pick up in a meaningful way. That's why Martin Marietta remains committed to both making more acquisitions and continuing to buy back its own shares.
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At the time of publication, Cramer's Action Alerts PLUS had a position in AAPL, GOOGL and SBUX.