Fourth was Micron Technology ( MU), which rose 36% this quarter. Cramer said this company is benefiting from a planned acquisition as well as the end of new manufacturing capacity coming online. He said Micron's DRAM and NAND memory businesses are both doing well. Finally, there's Activis ( ACT), a company Cramer said he also likes going into the second half of 2013.
In the Lightning Round, Cramer was bullish on Las Vegas Sands ( LVS). Cramer was bearish on American Capital Agency ( AGNC), SunPower ( SPWR), Parker Drilling ( PKD) and International Game Technology ( IGT).
Executive Decision: David Wenner
In the "Executive Decision" segment, Cramer once again sat down with David Wenner, president and CEO of B&G Foods ( BGS), a stock that's up 202% since Cramer first got behind the stock in Oct 2010. Wenner said that B&G's acquisition of Pirate Brands, a maker of healthy snack foods, is just another in a series of "smart" acquisitions that are helping his company continue its growth trajectory. He said there are still plenty of brands out there to be bought and B&G remains positioned to make more acquisitions as great deals arise. When asked about the Pirate acquisition in particular, Wenner said the deal gives B&G more exposure in the higher-growth snack for segment and since investors are now looking for both yield and growth, Pirate is a perfect fit. Also helping B&G's success is its product innovations. Wenner said his company has launched 30 new products across many of its product lines in recent months and innovation will continue to be a focus
Am I Diversified?
In the "Am I Diversified?" segment, Cramer spoke with callers and responded to tweets sent via Twitter to @JimCramer to see if investors' portfolios have what it takes for today's markets. One portfolio included: AT&T ( T), Exxon Mobil ( XOM), Southern Company ( SO), Apple ( AAPL) and SPDR Gold Shares ( GLD). Cramer said this was a conservative portfolio, but it is a well-diversified portfolio. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. -- 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