Football season is making its way across America, Jim Cramer told his Mad Money viewers Thursday, and that means it's time to unveil Cramer's dream stock team for 2017.
Cramer's roster started off with Apple (AAPL) at quarterback. Cramer said this Action Alerts PLUS holding is still the greatest consumer goods company of all time, just like Tom Brady, quarterback for the Patriots, is the best.
As wide receivers, Cramer chose Amazon (AMZN) , Netflix (NFLX) and Nvidia (NVDA) , all of which are putting up great numbers. Both Alphabet (GOOGL) and Facebook (FB) , another Action Alerts PLUS name, made it into the running back slots.
For defense, Cramer went with Boeing (BA) , one of the strongest stocks in the Dow Jones Industrial Average. At tight end, Cramer drafted UnitedHealth Group (UNH) , and as kicker, Visa (V) for its consistent performance.
Executive Decision: Ingevity
For his "Executive Decision" segment, Cramer sat down with Michael Wilson, president and CEO of specialty chemical maker Ingevity (NGVT) , a stock that's up over 150% since it's IPO 16 months ago.
Wilson said that his company's asphalt additives business will be in full swing during the rebuilding of Texas after the hurricane. He explained that their products make paving roads faster, easier and so they can be done at lower temperatures.
Cramer was most interested in Ingevity's purchase of of the pine chemicals business from Georgia Pacific. Wilson explained that this business takes the byproducts from renewable raw materials and distills them so they can be used in products like adhesives, cleaners, paints and more. This deal won't be the last for Ingevity, Wilson added, as his company plans to grow both organically and via more acquisitions like this one.
With a resurgence in the oil business, Cramer said that Ingevity can get much, much bigger.
Over on Real Money, Cramer says Wells Fargo (WFC) looks as if it's been operated like the Teamsters Union. Get Cramer's insights with a free trial subscription to Real Money.
When There's Still Room to Run
Just because a stock has jumped more than 50%, it doesn't mean you've missed the move, Cramer told viewers. That's certainly been the case with diversified chemical maker FMC Corp (FMC) , which has soared 50% since January and 23% since Cramer last recommended the stock in April.
FMC has two components, Cramer explained, an agriculture chemicals business and a lithium businesses that makes materials for rechargeable batteries. While the lithium side of the business has growing, it still only accounts for 10% of FMC's overall business. But that hasn't stopped the company from announcing a spinoff of this division toward the end of 2018.
As for the agriculture business, FMC is swapping some assets with DuPont (DD) , a deal that will be closing in November. This deal, Cramer said, will only make FMC's ag business stronger still.
Cramer said there's a lot to like with FMC, even if shares trade for a lofty 17 times earnings.
Cramer and the AAP team say their strategy for August worked well, but September can often be just as tricky to navigate. Find out what they're telling their investment club member and get in on the conversation with a free trial subscription to Action Alerts PLUS.
Off the Tape
In his "Off The Tape" segment, Cramer sat down with Aneel Chakravarthy, CEO of the privately-held Informatica, the data management and services provider for the cloud computing age.
Chakravarthy explained that Informatica helps companies bring all of their data together into one place and convert it into a format they can use to analyze and visualize it. Using Informatica's products, companies can find the answers to basic questions and learn more about their customers using artificial intelligence.
Infomatica does a lot of business with Amazon's Web Services and helps customers get data in and out of Salesforce.com's (CRM) ecosystem. They also partner with Microsoft's (MSFT) cloud services and many others.
Cramer said while Informatica is still a private company, it's one to keep an eye on.
In the Lightning Round, Cramer was bullish on Pure Storage (PSTG) , Boeing (BA) , Activision Blizzard (ATVI) , Humana (HUM) , Hawaiian Holdings (HA) , Southwest Airlines (LUV) , Apollo Global Management (APO) , Kohlberg Kravis Roberts (KKR) and The Blackstone Group (BX) .
In his "No-Huddle Offense" segment, Cramer pondered why the non-FANG tech stocks rallied so hard yesterday. No, it wasn't because of Apple or Netflix, it was because of… Analog Devices (ADI) .
In years past, Analog Devices was tied to Apple, seen only as a consumer electronics play. But after last year's acquisition of Linear Technology, Analog Devices is now 49% industrial, think factory automation, and 16% automotive, think electrification and autonomous driving.
Beyond that, Analog Devices derives 18% of its business from communications chips, something the global 5G wireless transition will need a lot of, and then, yes, the company still has 17% consumer chips, which fit nicely into the Internet of things.
Add it all up and this one company has its hands in all of the hottest trends in tech, Cramer concluded, and it looks like Wall Street is finally taking notice.
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