Smith & Wesson ( SWHC): "That was a blowout quarter. I should have been behind this one." Polycom ( PLCM): "No, that's way too hard." National Semiconductor ( NSM): "That's been a real win and I like it a lot." Barnes & Noble ( BKS): "Ouch. I think that stock can go to $13 or $14 but I don't like the book business because of Amazon.com ( AMZN)." Rentech Nitrogen ( RNF): "I think you made the right move. I want you to stick with it." News Corp ( NWSA): "The split-up is so good. I like it. " Priceline.com ( PCLN): "I don't want to give up on it. I want to stick with Priceline." eBay ( EBAY): "I think you view eBay as a financial company. It's Visa ( V), MasterCard ( MA) and PayPal. Those are the big three."
Opening the Mail
In the "Mad Mail" viewer feedback segment, Cramer followed up on funeral home operator StoneMor Partners ( STON), a stock the stumped him on an earlier show. He said this company's 10% yield is a red flag and he'd go with Stewart Enterprises ( STEI). Cramer was also not a fan of Tangoe ( TNGO), a company that helps businesses manage their telecommunications costs. Cramer said this name is also controversial. Why own a battleground stock when there are so many non-controversial names out there? he asked. When asked about Dunkin Brands ( DNKN), Cramer said this stock remains stuck in the mud and is not going anywhere. He was more bullish on Heckmann ( HEK), however, calling the company a terrific speculation. When asked about whether Union Pacific ( UNP) may split, Cramer said, "I don't care." He likes the company no matter the share price. Finally, he said travel service Kayak ( KYAK) is a great service, but not a stock he wants to own.
No Huddle Offense
In his "No Huddle Offense" segment, Cramer sounded off on the decision to drop Kraft ( KFT) in favor of United Healthcare ( UNH) as part of the venerable Dow Jones Industrial Average. Cramer called the move a golden opportunity wasted, as the Dow already has too much health care exposure. He asked, why not bring the average into the 21st century by adding an Apple ( AAPL), a stock he owns for his charitable trust, Action Alerts PLUS , or a Google ( GOOG) or Amazon.com?