Cramer's 'Mad Money' Recap: Checking My List

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NEW YORK ( TheStreet) -- April is the most bountiful month of the year when it comes to the stock market, Jim Cramer told his "Mad Money" TV show viewers Monday. That's why Cramer is pushing the skeptics aside and reviewing his "Do Something" list of stocks that are taking charge of their own destinies.

Cramer first debuted his "Do Something" list on Nov. 29 and since then the 10 stocks have risen 23.9%, far more than the market's 10.2% rise.

Leading the group is Hess ( HES), which continues to sell assets to unlock its hidden value. Then there is Deckers Outdoor ( DECK), which has risen 45% thanks to a cold winter.

Manitowoc ( MTW) remains a company worth breaking up, Cramer contended, as is Mine Safety Appliance ( MSA), which are up 33% and 29%, respectively, since being added to the list. Fortune Brands Home & Security ( FBHS) remains a takeover target, said Cramer, even with that stock up 22%.

Also on the list: Johnson & Johnson ( JNJ), a stock Cramer owns for his charitable trust, Action Alerts PLUS, up 18% as it continues to clean up its act. There's also Alliant Tech ( ATK), a defense name with a 16% gain in the face of the sequester.

Finally, there's Bed Bath & Beyond ( BBBY), a company ripe for a private equity takeover, and Hain Celestial ( HAIN), the only laggard in the group, trading essentially flat since November.

Cramer said he'd still be a buyer of all these names except, perhaps, Hess, which has lost some luster because it has already unlocked much of its value.

Biotech Favorites

The future of drug stocks isn't with Big Pharma, Cramer told viewers, it's with smaller biotech names. That's why Cramer continued his in-depth look at the biotech sector by taking a peek at some of the smaller, more speculative companies that treat orphan diseases. He reminded viewers that while orphan drugs often treat fewer than 200,000 patients, thanks to Food and Drug Administration protections companies can charge upwards of $200,000 per year per patient for some of these cutting-edge therapies.

Among his favorites in the group are Alexion Pharmaceuticals ( ALXN) and BioMarin Pharmaceuticals ( BMRN), two stocks up huge over the past year.

Cramer said that Alexion's primary drug, Soliris, is the gift that keeps on giving. It currently treats ultra-rare blood conditions to the tune of $1.5 billion in sales, but is also in testing to treat numerous other conditions which could add another $2.5 billion in sales. Shares of Alexion are down 19 points from their highs after a disappointing quarter in October and the company receiving an FDA warning letter last week.

Cramer said he's not worried about the quarter because the analysts clearly got ahead of themselves, and the warning letter simply means the company will need to refine how it manufactures Soliris a little further. Trading at just 28 times earnings with a 33% growth rate, Cramer said that Alexion remains a bargain.

Then there's BioMarin, a company with a $7.7 billion market cap but no earnings. Cramer said this company makes enzyme replacement therapies to treat a host of rare genetic diseases. Like Alexion, it has a robust pipeline of new drugs and new indications for its existing stable. Shares of BioMarin are just off their highs and Cramer said he remains a buyer of this biotech, too.

Top Performers

Investors looking for this quarter's top performers might want to take a look at last quarter's top performers, said Cramer, who ran through the top 10 stocks from the S&P 500.

Cramer said Netflix ( NFLX) tops the list and is likely to have an encore performance this quarter as its original content and other media deals continue to make it must-have entertainment.

Cramer said the next three winners from last quarter -- Best Buy ( BBY), Hewlett-Packard ( HPQ) and H&R Block ( HRB) -- aren't likely to do well this quarter as they've run out of gas.

He was more upbeat on Micron Technology ( MU), however, because consolidation has made it one of only three DRAM memory suppliers, down from seven just two years ago.

In the health care group, Cramer said Celgene ( CELG) and Tenet Healthcare ( THC) both remain favorites. Marathon Petroleum ( MRO) and Avon Products ( AVP) are both inexpensive.

Finally, there's grocer Safeway ( SWY), a stock that was up 45% last quarter as that company continues to make a comeback against Whole Foods ( WFM). At 11 times earnings, Cramer said, Safeway is a steal.

Lightning Round

In the Lightning Round, Cramer was bullish on Priceline.com ( PCLN), Progenics Pharmaceuticals ( PGNX), Alaska Air Group ( ALK), US Airways Group ( LCC), Hanger ( HGR) and eBay ( EBAY).

Which Is Better?

Sometimes the right question to ask is not "which is the better stock," but "which is the better stock... for me." That was the question Cramer was pondering over the weekend after an oil spill made him question whether pipeline operators such as Enbridge ( ENB) are better or worse than a company such as American Water Works ( AWK), whose CEO appeared on "Mad Money" last week. Both transport liquids via pipes, noted Cramer, but they appeal to different investors.

Cramer said investors looking for less risk should certainly chose American Water Works. The company has a lot of room to expand, but when its pipes burst the environmental effects are small.

Meanwhile, those looking for more growth should consider Enbridge, the lowest-priced pipeline operator and the largest in the country. Enbridge predicts $35 billion in new investments coming, said Cramer, and the company sports a 2.7% dividend. Enbridge also has terrific earnings visibility.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer took a quick look at some of last quarter's S&P 500 losers. He said the declines in Cliffs Natural Resources ( CLF), Apollo Group ( APOL) and Apple ( AAPL) continue to weigh on the averages, but those of Akamai ( AKAM) and Newfield Exploration ( NFX) have presented buying opportunities.

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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 a position in AAPL and JNJ.

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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