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NEW YORK ( TheStreet) -- The markets saw a pocketful of winners today, Jim Cramer told his Mad Money TV show viewers Tuesday, as investors piled into the housing stocks, the biotechs and the always-popular cult names.
Cramer said record-low interest rates seem to have finally paid off for the home builders, with stocks like DR Horton (DHI) rallying, even though the company reported disappointing results. That means good things for stocks like Whirlpool (WHR) , Sherwin-Williams (SHW) and everything else that goes into a home.
Then there's the biotechs, with Regeneron (REGN) and ISIS Pharmaceuticals (ISIS) leading the charge in that group. Cramer said ISIS' shares rose 9% after the company announced its raising money to further expand its pipeline, and that's great news for patients and shareholders.
'Off The Charts'
In the "Off The Charts" segment, Cramer went head to head with colleague Tim Collins over the direction of oil, now that the price of crude has fallen for the past five months in a row.
Collins used a monthly chart of West Texas Intermediary Crude for his analysis, noting that only recently has the RSI momentum indicator slipped into bearish territory, signaling more pain ahead. Likewise, the Vortex indicator, a tool used to identify the start of a new trend, also signals a continued bearish trend over the near term. Collins saw no reason to take a position in oil anytime soon.
But does that mean investors should also shy away from the oil stocks? Cramer just yesterday recommended EOG Resources (EOG) , as being strong enough to pull away from crude's downward spiral, but Collins had a different idea, Exxon-Mobil (XOM) .
Collins noted that shares of Exxon don't always trade in tandem with oil prices, and with the RSI and Vortex indicators both in bullish territory, now might be one of those times. Collin felt if Exxon could break free from its current wedge formation, this stock could rally to $105 a share.
Cramer agreed, saying that Exxon is a long-term oil play and one that's not affect by the short-term moves in crude. With a safe 2.9% yield, he felt investors could do far worse than sticking with Exxon.
"Execution matters," Cramer has told investors time and time again. But equally as important is how a company deploys its excess capital. That was Cramer's takeaway after interviewing Clorox's (CLX) CEO Donald Knauss on last night's show.
Cramer said that just three years ago, activist investor Carl Icahn was pushing for Clorox to put itself up for sale in order to spur revenue growth. But Knauss took a different approach, investing in innovation but also returning tons of cash to shareholders.
The results have been spectacular, Cramer said, with Clorox's marketcap rising from $7.7 billion to $13 billion and its shares rising $30 from a $70 basis.
Cramer said these gains are not phony, they're well deserved, and far more than investors would have gotten had Icahn gotten his way.
Clorox now yields 2.9%, Cramer concluded, and Knauss should be commended for a job well done.
For his "Executive Decision" segment, Cramer sat down with Bill Tauscher, chairman and CEO of Blackhawk Network Holdings (HAWK) , providers of gift cards for more than 600 brands. Blackhawk just delivered a six-cent-a-share earnings beat with better than expected revenues and guidance. Shares currently trade at 20 times earnings and the company has a 20% long-term growth rate.
Tauscher explained that Blackhawk has a simple business model. They print and distribute gift cards for more than 600 brands and receive a commission on every card that gets sold. Those big racks of gift cards you've probably seen at your local grocery or drug store, those are Blackhawk, Tauscher continued.
Blackhawk has all but conquered the national retail space, Tauscher noted, which is why they're now focused on regional and local retailers and restaurants, as well as international and digital gift cards.
Another big opportunity for Blackhawk is the corporate market, where companies reward customers and employees alike with cards. Tauscher said companies are finding gift cards are now the preferred way people want to be rewarded.
Cramer said Blackhawk may not be a household name, but the company has a terrific business.
In his second "Executive Decision" segment, Cramer also sat down with Carl Camden, president and CEO of Kelly Services (KELYA) , a stock which has fallen 40% so far in 2014, down 10% today alone after the company reported an 11-cent-a-share earnings miss on weak overseas results.
Camden explained that Kelly is in the middle of a sizable restructuring, one that is closing offices, removing layers of management and taking out other costs to increase efficiency. He said Kelly will be taking $10 million in charges as a result of the changes, but will soon start seeing the benefits.
Camden continued by noting that he sees the Affordable Care Act as a turning point for hiring in America. He said with 40% of all Americans already going to work as a temporary employee, freelancer or independent contractor, affordable access to healthcare should see that percentage grow over time.
Finally, when asked about his company's poor international results, Camden said that Russian sanctions are taking a bigger bite out of earnings than they expected.
Cramer said with the stock already down big on the year, the bad news seems to be priced in, but none of the good news.
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.
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