Cramer said he'd be a buyer of all four of these names on any weakness for the rest of 2013.
Focus on Retail
Retail earnings have been bizarre this quarter, Cramer told viewers, but he's done the homework, listened to the conference calls and read the reports and can now opine on what's working and what's clearly not. Cramer said it became clear that any store offering unique value was doing well. This includes Costco ( COST) and TJX Stores ( TJX), stocks he owns for his charitable trust, Action Alerts PLUS . The strength of TJ Maxx didn't spill over to rival Ross Stores ( ROST), however, as that chain didn't have the right merchandise. In the home goods group, Home Depot ( HD), which had been lagging, shot the lights out, while rival Lowe's ( LOW), another Action Alerts PLUS name, didn't. Anything related to sports apparel remains on fire, said Cramer, including Dick's Sporting Goods ( DKS), Foot Locker ( FL), which is at a 52-week high, along with Nike ( NKE) and Under Armour ( UA). Among the losers were the discounters, including Wal-Mart ( WMT), Target ( TGT) and J.C. Penney ( JCP), all of which are starting to feel stale, Cramer said. The only thing worse than the discounts? Everything teen apparel, said Cramer -- a first-class disaster that includes Abercrombie & Fitch ( ANF) and all the others. Finally, Cramer endorsed the home-related stocks including Williams-Sonoma ( WSM) and Macy's ( M), another Action Alerts Plus holding, along with game stocks such as GameStop ( GME) and Best Buy ( BBY).
In the Lightning Round, Cramer was bullish on Enbridge ( ENB), Kirby ( KEX), LAM Research ( LRCX), Wendy's ( WEN), Lions Gate Entertainment ( LGF) and Tyco ( TYC). Cramer was bearish on Photronics ( PLAB).
Off the Tape
In his "Off the Tape" segment, Cramer sat down with Sandra Kurtzig, chairman and CEO of the privately held Kenandy, another cloud computing stock reinventing the economy of tomorrow. Kenandy competes in the enterprise resource planning, or ERP, space, a segment currently dominated by the likes of Oracle ( ORCL) and SAP ( SAP). Kurtzig said there's been a paradigm shift in the ERP space, and companies are no longer satisfied with software that was written back when electric typewriters were all the rage. With Kenandy's cloud-based ERP solutions, companies can remain agile, something that's desperately needed when every quarter counts. Kenandy can have a client up and running in as little as 90 days, as compared to nine months for the legacy providers. Kenandy's one cloud-connected database is worlds ahead of the competition's modular system, Kurtzig noted. Cramer said Kenandy, along with Kurtzig, are bankable winners and he can't wait until the company is publicly traded -- something that Kurtzig said she's love to do, but is not ready for just yet.
In his "Homework" segment, Cramer followed up on a few stocks that stumped him during earlier shows. He said Acadia Pharmaceuticals ( ACAD) is too hot to handle and he'd look elsewhere. Cramer was also not impressed with Mazor Robotics ( MZOR), which currently trades at 15 times sales. When asked about Tyler Technologies ( TYL), Cramer said he'd rather stick with any of the cloud-computing stocks he's featured this week. Going four-for-four, Cramer was also not impressed with Durata Therapeutics ( DRTX), a stock he said needs more cash on its balance sheet before he would recommend it. Cramer also responded to questions sent via Twitter to @JimCramer. He told one tweeter that he'd stay long on Johnson Controls ( JCI), an Action Alerts PLUS holding. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here.-- 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