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NEW YORK ( TheStreet) -- Buy the best and leave the rest for others. That was Jim Cramer's advice to his Mad Money viewers Thursday. Rarely does the market put the winning lottery ticket right in front of you, but today's winners were hiding in plain sight, Cramer said.
Case in point: Cisco Systems (CSCO - Get Report) , whose CEO, John Chambers appeared on last night's show. Cramer said the next big Internet wave, the Internet of things, is upon us. Just like the first wave in the 1990s, Cisco -- an Action Alerts PLUS holding -- will be leading the way.
What else is working? Cramer said Expedia (EXPE - Get Report) making a bid for Orbitz (OWW) will bring much needed consolidation to the travel industry, an industry Trip Advisor (TRIP - Get Report) proved is already doing quite well.
Then there's the natural and organic food movement. Whole Foods Market (WFM) may have stumbled last year, but the company has figured it out and is back and better than ever. The organic food movement is so strong that even WhiteWave Foods (WWAV) , which guided estimates lower, was still able to rise 7% today. The company continues to spend big but only to meet the growing demand.
Whether it's the Internet or travel or healthy foods, Cramer said all of these multi-year themes are right there for the picking. Investors need only pay attention.
Executive Decision: Robert Greenberg and David Weinberg
For his "Executive Decision" segment, Cramer spoke with Robert Greenberg, chairman and CEO, and David Weinberg, COO and CFO, of Skechers USA (SKX - Get Report) , which today delivered in-line earnings on a 26% rise in revenue with upside guidance.
Greenberg attributed Skechers' success to great products, ones that provide both fashion and comfort. Weinberg, meanwhile, touted Skechers' technology, saying that when you have the best technology it's easy to raise prices while still offering value.
Greenberg said today's fashions are all about colors and materials, many of which didn't even exist just a few years ago. Today's Skechers are "yummier than ever," he proclaimed.
When asked about the strength of their brand, Weinberg noted that while Skechers is a uniquely American brand, it's also one that resonates well around the globe. Skechers has lots of room to growth both domestically and abroad, he continued.
Finally, when asked about Skechers' Super Bowl ad featuring baseball legend Pete Rose, all parties agreed that Pete should be allowed "in the hall."
Cramer reiterated his recommendation of Skechers.
Great Car, Bad Company
Cramer said in Cramerica, everyone gets a chance to redeem themselves, which is why he issued Tesla and CEO Elon Musk his first and only warning. Not only did the company deliver a fiasco of a quarter -- missing on every metric from sales to earnings to cash flow to guidance -- but Musk almost made a mockery of the conference call, making it hard to take him seriously.
On one hand, Musk compared Tesla to Apple (AAPL - Get Report) , another Action Alerts PLUS holding, saying that with 30% growth over the next 10 years, his company could rival the now record-setting market cap of the beloved gadget maker. But then on the other hand, Cramer said, Musk admitted his company will require "staggering" amounts of cash to get there.
These comments raised the red flag for Cramer, who said the company must deliver next quarter or risk Musk getting an honorary spot on his "Wall of Shame."
Executive Decision: Howard Nye
In his second "Executive Decision" segment, Cramer sat down with Howard Nye, chairman, president and CEO of Martin Marietta Materials (MLM - Get Report) , the aggregate and heavy building materials producer that announced an 8-cents-a-share earnings beat on a 57% year-over-year rise in revenue. The company also announced a 20 million-share stock repurchase program.
Nye said Martin Marietta has made a big move over the past five years and is now in the number one or two position in over 85% of the markets it serves. The company has made a number of smart acquisitions to achieve this position, but was careful to not make any big acquisitions at the wrong time.
One of the big areas of growth for the company has been the southeastern U.S., where states such as Florida are seeing record transportation budgets, Nye continued. These states are seeing huge inflows of population and they're taking control of their destinies by investing in their infrastructure.
When asked about the economy overall, Nye noted that with employment coming back, people are buying homes. When that happens, non-residential construction isn't far behind.
Cramer said Martin Marietta is only at the beginning of what he sees as a multi-year expansion of earnings.
In the Lightning Round, Cramer was bullish on Xerox (XRX - Get Report) , Tessera Technologies (TSRA) , FreshPet (FRPT - Get Report) , Tableau Software (DATA - Get Report) , Walt Disney (DIS - Get Report) , Isis Pharmaceuticals (ISIS) , Regeneron Pharmaceuticals (REGN - Get Report) , Celgene (CELG - Get Report) and Pepsico (PEP - Get Report) .
Executive Decision: Tom Farrell
Farrell said in today's low-interest-rate environment, there hasn't been a lot of differentiation among utilities in investors' eyes. But as rates begin to climb, Dominion will begin to stand apart as a superior operator.
When asked where that strength stems from, Farrell said the company remains the lowest-cost power provider thanks to a very well-run organization. Dominion also prospers from the fact that over 50% of all Internet traffic flows through its service area, which continues to provide strong demand for data centers.
Turning to his company's liquified natural gas operations, Farrell said he expects Dominion to be the only East Coast export terminal, especially with gas prices declining. However, even with lower prices, Dominion's terminal is already sold out for the next 20 years.
Cramer called Dominion the best growth utility available.
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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