Rounding out the portfolio is Verizon ( VZ), a company with no European exposure and a juicy 4.5% dividend yield on top of consistent, reliable earnings.
Can a company's first-half performance predict how it'll do in the second half of the year? Cramer put it up to a vote as he nominated five first-half performers and told viewers to choose their favorite by voting on Twitter @JimCramer using #stockderby. Arena Pharmaceuticals ( ARNA) is the first "home run hitter" nominee, up 225% so far this year on FDA approval for its new obesity drug. While the drug is not slated to be on the market until late-2012, Cramer said the market opportunity for Arena remains huge. Next up is Onyx Pharmaceuticals ( ONXX), a stock up 76% for the year on takeover chatter as well as the latest FDA approval anticipations. Also making the list, the first airline every considered on Mad Money, US Airways ( LCC). Cramer said while US Airways won't be getting his vote, the stock is up 75% for the year and with fuel prices plummeting and the disarray at American Airlines continuing, the company is worthy of a mention. Fourth is Mellanox Technologies ( MLNX), the Israeli technology firm helping to make your data move faster. This company has a track record of UPOD, or under-promising and over-delivering, said Cramer, and it's stock is up 69% for the year. Finally, Pharmacyclics ( PCYC), another biotech name, completes the list. Shares of Pharmacyclics are up 97% for the year, but Cramer noted that the company has done little since its inception in 1996 and 10% of its shares are currently sold short. Cramer told viewers to do their homework, then hop on Twitter to let him know which company gets their vote for the best performance in the second half of the year.
Here's what Cramer had to say about callers' stocks during the "Lightning Round": Velti ( VELT): "No, that stock is not to be owned. I want nothing to do with mobile advertising." Talisman Energy ( TLM): "That's a second-rate oil company in an environment where the first-rate ones are going down."