Demers said with any new technology there are the early adopters, then a pause as the industry ramps up the new technology, then a big surge of adoption. He said natural gas engines are in the pause as manufacturers and infrastructure ramp up, and the surge is not far away. Along those lines, Demers said Westport remains in investment and revenue growth mode, but still plans on becoming profitable by 2015. Cramer said that natural gas is "almost there" and Westport remains a great way to play the coming transition to natural gas as a fuel for vehicles.
For "Speculation Friday," Cramer highlighted orphan drug maker ViroPharma ( VPHM), a stock that has been off many investors' radar as the company previously focused on boring antibiotics instead of the latest in cutting edge therapies. Cramer explained that ViroPharma purchased a drug called Cinryze, a drug treating a rare blood disorder, back in July 2008 for a steal. Back then, the estimates were for peak sales between $350 and $450 million a year. But since then estimates have more than doubled for Cinryze, and the company is working on its next generation, which can be injected versus the current generation which is IV only. ViroPharma is more than a one-trick pony, Cramer continued, as the company made another smart acquisition in 2011, buying a drug for just $37 million. That drug has now already paid for itself with just sales in Europe, he added, and U.S. approval should be forthcoming. So after transforming itself from a boring maker of antibiotics to an excellent acquirer and developer of drugs to treat rare diseases, Cramer said ViroPharma needs to be on everyone's speculation radar.
In the Lightning Round, Cramer was bullish on Chart Industries ( GTLS) and Oaktree Capital Group ( OAK). Cramer was bearish on Cabela's ( CAB), Rentech ( RTK), NovaGold Resources ( NG) and Chesapeake Energy ( CHK).
In the "Mad Mail" viewer feedback segment, Cramer followed up on Keryx Biopharmaceuticals ( KERX), which stumped him during an earlier show. He said that Keryx is a difficult stock to value and he'd stick with easier stocks in that group instead.