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Cramer said he doesn't fault CEO Marissa Mayer for Yahoo!'s troubles. The company was up against some fierce competitors, and shares of Yahoo! are up over 150% since Mayer first took over four years ago.
But the real story of the Verizon acquisition is how Verizon will marry Yahoo!'s assets with those it acquired from AOL to create a competitive edge against AT&T (T) , T-Mobile (TMUS) and a newly invigorated Sprint (S) , which shocked Wall Street with some of the best subscriber numbers in nine years. Shares of Sprint shot up 27% on the news.
There is a lot Verizon could do with Yahoo!'s many verticals, including sports, business and entertainment, and even more if one assumes that Verizon's shopping spree might not over.
Cramer said he doesn't feel that Verizon overpaid for Yahoo! as Verizon has strong management and a track record of making money, as it did with AOL.
Executive Decision: Tom Falk
For his "Executive Decision" segment, Cramer spoke with Tom Falk, chairman and CEO of Kimberly-Clark (KMB) , the consumer packaged-goods maker that just posted a 5-cents-a-share earnings beat, only to see investors flee on reduced growth forecasts, sending shares down 1.5% for the day. Kimberly-Clark currently sports a 2.8% yield.
Falk said overall volumes at Kimberly-Clark were up 4% for the quarter and currency pressures are not hurting the company as much as expected. When asked about China, he said Kimberly remains number two in the diaper market, but there is a ton of competition in the region that hurts pricing.
Elsewhere in the world, Falk noted consumers in Brazil are spending less while other markets are seeing spending on the rebound.
Innovation remains a key theme at Kimberly, Falk added, saying that there continues to be a lot of innovation in both the baby and feminine care segments, and his company will be introducing many new products in both categories.
Cramer remains bullish on Kimberly-Clark.