Then there's the issue of execution. Cramer said that GNC seems to have a better understanding of what its customers want, catering more toward sports products that keep customers coming back regularly for more.

Finally, when looking at these companies' valuations, GNC trades at just 16 times earnings with a 24% growth rate, compared to 21 times earnings at Vitamin Shoppe with a 21% growth rate. That's why when it comes to the vitamin market, GNC is both the better company and the better stock, Cramer concluded.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer told viewers to stick with the "big data" theme after companies like F-5 Networks ( FFIV) and VMWare ( VMW) both posted great earnings. He said the big-data trend is a fabulous secular growth story that's strong enough to trump the Spanish bond auctions and even the latest unemployment data of the day.

Cramer said that ( CRM) and Red Hat ( RHT) both remain strong players in the big-data and cloud-computing space, but so are companies like EMC ( EMC), the Action Alerts PLUS holding that owns most of VMWare, and of course, Intel ( INTC), which makes the chips that power most data center servers.

"That's how you make real money," Cramer concluded.

Lightning Round

In the Lightning Round, Cramer was bullish on Devon Energy ( DVN), Becton Dickinson ( BDX), Baxter International ( BAX), Kinder Morgan Energy Partners ( KMP) and Energy Transfer Partners ( ETP).

Cramer was bearish on Breitburn Energy Partners ( BBEP), Micron Technology ( MU) and Chesapeake Midstream Partners ( CHKM).

--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 was long AAPL, IBM and EMC.

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.

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