Jim Cramer's 'Mad Money' Recap: 10 to Hold the Rest of the Year

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NEW YORK ( TheStreet) -- With just three trading days left in the quarter, Jim Cramer told his "Mad Money" viewers Thursday that the age-old tradition of money managers padding their portfolios with the "anointed" hot stocks for the year has begun.

With a government shutdown looming, Cramer said the following 10 stocks can be bought on weakness heading into the end of the year.

Cramer previously highlighted the first four names on the list, the biotech giants that every money manager has to show they own: Biogen Idec ( BIIB), Celgene ( CELG), Regeneron ( REGN) and Gilead Sciences ( GILD).

Next on the list is LinkedIn ( LNKD), the only social networking company with accelerating revenue growth that continues to surprise Wall Street.

Then there are the "cult" stocks of Amazon.com ( AMZN), Netflix ( NFLX) and Tesla Motors ( TSLA). Cramer said these three stocks have valuations that defy logic, but no one seems to care.

Last on the list are Priceline.com ( PCLN) and Facebook ( FB), a stock Cramer owns for his charitable trust, Action Alerts PLUS. Cramer said Priceline continues to benefit from the uptick in the global economy, while every money manager has to show they're smart enough to own Facebook.

Know Your IPO

The initial public offering market continues to be on fire, Cramer told viewers in his "Know Your IPO" segment. With the average return for IPOs in 2013 eclipsing 36%, Cramer said there are a few upcoming deals investors should be trying to get in on. Just as Foundation Medical ( FMI) and Rocket Fuel ( FUEL) doubled on their first day, Cramer said these upcoming deals should be equally appealing.

Next week's deals include realtor ReMax and retailer Burlington Coat Factory. Cramer said he's not excited about either of these deals, but can't wait to pick up shares of Pot Belly, a regional restaurant chain with 280 locations in 18 states. Pot Belly may not have the most healthy of menus, Cramer admitted, but the regional to national growth story is one Wall Street just can't pass up. With shares expected to price between $9 and $11 a share, Cramer blessed owning Pot Belly up to $15 a share.

Coming later next month will be Veracyte, Critero, Chegg and CommScope. Overall, Cramer noted, health care, biotech and regular tech (think cloud computing) are all hot commodities at the moment, so investors should keep their eyes open.

Executive Decision: Nigel Travis

In the "Executive Decision" segment, Cramer sat down with Nigel Travis, chairman and CEO of Dunkin Brands ( DNKN), the restaurant chain that's seen its shares rise 26% since Cramer last checked in at the end of January. Cramer said Dunkin remains a terrific regional to national growth story because the company has no locations west of the Mississippi river, including none in California, which represents one-fifth of our nation's economy.

Travis said that one of the keys to Dunkin's success has been its transformation from mainly a morning-only business to one that customers come to all day long. That has been accomplished though the addition of more comfortable seating, new lunch sandwiches and some of the fastest public WiFi around, he said. Travis was also excited about National Coffee Day, which the company will celebrate this Sunday with many special deals and promotions.

When asked about what Dunkin gets from social media, Travis said it's engagement. He said Dunkin wants to communicate with its customers and there's no better way than social media, where customers frequently offer ideas and suggestions.

Turning to sluggish sales in China, Travis said he's been very honest about the problems there. He felt that Dunkin has perhaps over-localized its offerings, making them more like traditional Chinese fare and less the American novelty that other chains have been offering. That will change, Travis noted, as he's pledged to figure out how to get it right in China.

Cramer said that Dunkin remains one of his favorite restaurant stories and this is one stock that is not done going higher.

Lightning Round

In the Lightning Round, Cramer was bullish on Noodles & Company ( NDLS), Opko Health ( OPK), Cypress Semiconductor ( CY), CBS Corp. ( CBS) and Sirius XM Radio ( SIRI).

Cramer was bearish on Mako Surgical ( MAKO) and Nordic American Tanker ( NAT).

Eye on Energy

In his "Eye on Energy" segment, Cramer set his sights on the Permian Basin region of west Texas, an area he called the next Bakken or Eagle Ford caliber finds, one that is already adding to our country's increasing oil and natural gas assets.

Cramer said while there are many exploration and production companies with exposure to the Permian Basin and, in particular, the Delaware Basin subsection of the Permian, Cimarex Energy ( XEC) is perhaps the only pure play, with nearly $950 million of its $1.5 billion capital expenditure budget heading to the region.

Cimarex is largely known for its natural gas assets, said Cramer, but natural gas now accounts for less than 50% of its production, down from over 70% just a few years ago. Shares of Cimarex have already surged 66% in 2013, so Cramer advised waiting for the Washington-induced selloff before picking up a few shares.

When it last reported, Cimarex delivered an 11-cents-a-share earnings beat on revenue that were 39% higher than the year-ago period. With growth like that and a strong balance sheet, Cramer said it's no wonder shares of Cimarex have been on fire this year because the oil and gas boom in America just cannot be stopped by politics alone.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer answered the question, "When is an $11 billion settlement a bargain?" He said when it's the proposed settlement that JPMorgan Chase ( JPM) may have to pay the U.S. government for making faulty mortgage loans.

He explained that $11 billion may seem like a huge amount but in reality it's a huge bargain because shares of the bank could be held down for years by a long, drawn-out court battle. With its legal issues behind it, JPMorgan could finally lower some reserves, increase its dividend and refocus on its business, all in an environment of rising interest rates where the bank historically has thrived.

Cramer said he has no idea if the parties can all agree on the terms of such a deal, but if one could be made it would certainly be a big win for JPMorgan and its shareholders, which includes his Action Alerts PLUS.

To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.

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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 FB and JPM.

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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