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NEW YORK ( TheStreet) -- Investors need to stick with the big themes that are working, Jim Cramer told "Mad Money" viewers Thursday. He unveiled two more macro themes that he said can be bought on any market weakness. Cramer's first theme: the revolution in American oil and gas. He said this multi-year theme will be a boon for our energy independence, but it will also mean big profits for those companies that use a lot of oil and gas, mainly the chemical and plastics companies. He said stocks including Dow Chemical ( DOW) and PPG ( PPG) remain favorites, as does Georgia Gulf ( GGC), makers of PVC plastics for everything from piping to windows. Cramer was also bullish on refiner Valero ( VLO) and soon-to-be natural gas exporter, Cheniere Energy ( LNG). Cramer's next theme for 2013 was technology, mainly cellphone technology, as every major carrier in the U.S. begins aggressively rolling out their latest 4G networks. Cramer said everyone from SBA Communications ( SBAC) to American Tower ( AMT) to Broadcom ( BRCM), a stock he owns for his charitable trust,
Stock PlayoffsContinuing with his "Stock Playoffs" series, Cramer pitted the two top performers in the S&P 500 last year, Sprint Nextel ( S) and Pulte Homes ( PHM), against each other to see which one should be in your portfolio for 2013. Cramer said while he's still a fan of Sprint, there's no way the stock will repeat its 300% performance from last year. He said the easy money has already been made with Sprint, now that Softbank has made a significant investment in the company. While Sprint will finally be able to compete with AT&T ( T) and Verizon ( VZ), the Softbank deal will take time to complete and the competing bid from Dish Network ( DISH) for Clearwire ( CLWR) will only complicate matters. Meanwhile, Pulte Homes remains one of America's largest homebuilders in what is still the very early innings of a housing recovery. The stock may be at its 52-week high, but that doesn't mean this stock can't soar higher, said Cramer, as home prices continue to rise. Pulte has been aggressively cutting costs and fixing its balance sheet and is now up against very easy comparisons from last year.
Sell BlockIn the Thursday "Sell Block" segment, Cramer said it's not too late to sell GameStop ( GME), a stock he said should be renamed to "Game Over." On Tuesday, Game Stop released its eighth consecutive quarter of disappointing results, with same-store sales falling another 4.6%. The company also forecast that sales will further decline in its fourth quarter. Cramer said that the gaming business is going through a major transformation, with a large segment of gamers turning to online social games over the console games that Game Stop sells. He said some see the weakness as only a cyclical trend, one that will self-rectify with the release of next-generation consoles from Microsoft ( MSFT) and Sony ( SNE). But Cramer said he's not buying this thesis, as these next-generation consoles will likely include the ability to buy games directly from the vendor. Cramer said another red flag for him was the rapid decline of used games, which accounts for 38% of Game Stop's revenue and was to be the company's salvation as those games offer much higher margins. Cramer said Game Stop is clearly now competing directly with Amazon.com ( AMZN), and we all know how well that worked out for Best Buy ( BBY). Cramer said that while some investors are betting on a takeover of GameStop, that will not be likely given the company's declining fundamentals. He told investors not to be tempted by GameStop's 4.4% yield, as the declines in the stock price will surely wipe out any gains from the dividend.
Lightning RoundIn the Lightning Round, Cramer was bullish on Enerplus ( ERF), Yahoo! ( YHOO), Dean Foods ( DF) and Hain Celestial Group ( HAIN). Cramer was bearish on SuperValu ( SVU), Take-Two Interactive ( TTWO) and WhiteWave Foods ( WWAV).
Executive DecisionIn the "Executive Decision" segment, Cramer spoke with Jonathan Bush, chairman, president and CEO of Athenahealth ( ATHN), a cloud-based provider for electronic medical records that trades at a whopping 68 times earnings. Bush said the cloud is where all medical records will be headed, as medical data need to be able to travel easily among medical providers and hospitals. He said Athenahealth is more than just a software, however: it helps doctors get paid 35% faster and on average 12% more, all while allowing them to spend less on both staff and technology.
Bush also discussed the recent acquisition of Epocrates ( EPOC), a provider of medical and drug information with over one million users that include over 330,000 doctors. Bush said that Epocrates does over 200 million drug lookups and is the most trusted name in online medical information. When asked how much money could be saved by moving to online records and services, Bush said our health-care system could easily save 25% to 30% just by not handling claims multiple times and making multiple requests for information. He said our health-care system today doesn't connect information with patients, something it desperately needs to do. Cramer said that while Athenahealth is expensive, it's also best of breed and will continue heading higher.