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.

Lightning Round

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
At the time of publication, Cramer's Action Alerts PLUS had a position in AAPL and ETN.

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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