Cramer said these three stocks represent the leading edge of gene therapies and, while risky, could pay off big if they're able to deliver on the promise of their technologies.

Lightning Round

In the Lightning Round, Cramer was bullish on Radian Group ( RDN).

Cramer was bearish on Ford Motor ( F), Western Union ( WU), American Capital Strategies ( ACAS) and CVR Partners ( UAN).

Executive Decision: David Henry

In his second "Executive Decision" segment, Cramer sat down with David Henry, president and CEO of Kimco Realty ( KIM), a retail REIT with a 3.74% yield and a 93% occupancy rate. Shares of Kimco are up 16% since Cramer last spoke with Henry last year.

Henry painted a very bullish picture for Kimco, saying his company continues to focus on providing good real estate at affordable rents for its retail tenants. He said Kimco currently has over 1,000 leases that are over 20 years old and up for renewals at higher rates. Also, his company is seeing planned new store openings by retailers trending to five-year highs.

Henry noted there are continued barriers to entering the retail real estate market in some places, such as California where it can sometimes take up to five years to build a new retail center. That requires patient tenants, he noted, which is why many stores are willing to pay higher rents for properties that are ready to lease today.

When asked about the properties Kimco is currently selling, Henry explained that with over 900 properties in its portfolio, Kimco is always looking to sell its least-profitable properties so it can "upgrade" into more profitable ones.

Cramer said the Kimco story remains a great one and he's still a buyer of the stock.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer said that he's got a new hypothetical suitor that should consider buying Netflix ( NFLX) -- Microsoft ( MSFT).

Cramer said his previous pick for Netflix buyer was Apple ( AAPL), a stock he owns for his charitable trust, Action Alerts PLUS . But Apple, he said, is too arrogant to make such a purchase and would rather do streaming media itself.

But Microsoft has no qualms about acquiring fans, noted Cramer, and a Netflix and Xbox combination would be a powerful one that would allow Microsoft to own the living room entertainment experience.

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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.

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