Cramer's 'Mad Money' Recap: Think Big

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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, Action Alerts PLUS, and Qualcomm ( QCOM) will be participating in the buildout.

Cramer said he's still of fan of the other winners in tech, mainly Apple ( AAPL), another Action Alerts PLUS name, along with SAP ( SAP), Facebook ( FB) and Amazon.com ( AMZN). For a speculative play, Cramer suggested JDS Uniphase ( JDSU).

Stock Playoffs

Continuing 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 Block

In 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 Round

In 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 Decision

In 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.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer once again proved to viewers why speculation should be a part of their portfolios. He said even he's been amazed at how single-digit stocks like Sprint, Clearwire and Nokia ( NOK) have been able to deliver triple-digit returns for those to braved the lows in 2012.

As SuperValu proved today, there's a price at which even the most hated and troubled of companies becomes attractive, but other those investors willing to speculate are able to cash in on these spectacular returns.

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-- Written by Scott Rutt in Washington, D.C.

To email Scott about this article, click here: Scott Rutt

Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC

At the time of publication, Cramer's Action Alerts PLUS had positions in AAPL, BRCM.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com 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 TheStreet.com, 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 TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

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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 TheStreet.com. 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 TheStreet.com, 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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