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Walt Disney's (DIS) staying power came into question after the stock fell 4% today on weakness in its ESPN franchise. But Cramer said Disney paints a markedly positive longer-term picture. Disney is run for the long term, he explained, and has enough intellectual property, from Mickey Mouse to Captain America, to produce blockbusters throughout our lifetimes. And that's not even taking into account Disney's timeless theme parks around the globe.
Compare that outlook to that of Macy's (M) and you'll see the other side of staying power. Macy's shares fell 15% on horrendous earnings, as the retailer that is viewed by many as immortal struggles to compete with Amazon.com (AMZN) . When competitors don't allow you to mark up your merchandise, Cramer said, that's a huge problem.
Cramer saw a similar fate for Staples (SPLS) and Office Depot (ODP) , which plummeted 18% and 40%, respectively, after the federal government denied their merger. It's likely game over in the office supply market, he posited.
Finally, Cramer renewed his long-term outlook on Apple (AAPL) , a stock he owns for his charitable trust, Action Alerts PLUS. Apple has changed billions of people's lives for the better, he said. While we may not know what Apple has in store for us next, we can be sure that we'd kill to get our hands on it.
So sell if you must, Cramer concluded, but when it comes to Disney and Apple, these stocks are just resting. As for the rest of them, their staying power may have expired.
Executive Decision: Jon Oringer
For his "Executive Decision" segment, Cramer sat down with Jon Oringer, chairman and CEO of Shutterstock (SSTK) , the digital image repository that just posted a 7-cents-a-share earnings beat and has seen its shares rise 25% so far in 2016.
Oringer said that after becoming a leader in commercial images, Shutterstock is now moving into the editorial space with a new partnership with the Associated Press. He said all of the AP's images will now be available to Shutterstock's enterprise accounts, which include over 30,000 agencies and media outlets.
When asked about enterprise clients, Oringer said about 25% Shutterstock's revenue come from the enterprise and a full 60% is generated outside the U.S. Shutterstock is now available in 20 different languages and is truly a global company.
Beyond the quarter, Oringer said his company has no debt and invests wisely for the future, such as its stock buyback program. Shutterstock generates $500 million in annual revenue.
Cramer said Shutterstock has a great business and is a very well-run company.
Cramer's Dirty Half-Dozen
The world's economies are starting to look up, Cramer told viewers, and that's good news for the industrials. In fact, there are six industrials that you've probably never heard of but are worth owning. Cramer called them his "Dirty Half-Dozen" industrial stocks.
First is Albemarle (ALB) , the specialty chemical maker with shares up 33% for the year. Albemarle makes, among other things, lithium compounds for batteries.
Next is AptarGroup (ATR) , a packaging products maker for the food and beverage industries. Shares of Aptar are up 16% from their January lows.
Rounding out the list are RPM International (RPM) , makers of Rustoleum paint, which has shares up 37% from the February bottom, and Rockwell Automation (ROK) , which has seen two great quarters in a row as the worldwide economies have been improving.
All of these industrials have one thing in common, Cramer concluded -- they're vital to their customers.
Executive Decision: Andreas Fibig
In his second "Executive Decision" segment, Cramer sat down with Andreas Fibig, chairman and CEO of International Flavors & Fragrances (IFF) , which just posted a 7-cents-a-share earnings beat with solid guidance for the rest of 2016.
Fibig said the business of smells and taste is a mix of art and science, and IFF is the biggest of the four major players in the space. There are likely only 600 perfumers in the world, he said, and IFF employs 70 of them.
IFF is a global business, Fibig explained, and caters to the tastes of customers and consumers around the globe, conducting thousands of interviews to get it right every time.
When asked how his company provides such consistent growth, Fibig said IFF is equally split between emerging markets and the developed world and also split 50-50 between new and existing customers and between foods and fragrances, all of which helps provide stability that others can't match.
Cramer called IFF a truly remarkable business that had perhaps the best earnings this quarter outside of Facebook (FB) .
No Huddle Offense
In his "No Huddle Offense" segment, Cramer said it used to be that if you wanted to make money off of Walt Disney, you just owned Walt Disney. In years past, investors would never consider owning an ancillary Disney play.
Electronic Arts soared 13.7% today on the strength of its Star Wars games, a franchise that could ultimately be the company's largest ever. Then there's Hasbro, which makes Disney toys for all of Disney's properties, from Frozen to Captain America.
Cramer said that ultimately investors will realize that what's good from EA and Hasbro is actually great for Disney. But first they must look past Disney's weakness in cable advertising.
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