First up? Salesforce (CRM) . The company reported great earnings a few weeks ago, but no one seems to care. Regardless of who's in office, Salesforce will keep growing like crazy. With the stock $13 per share off its highs, it's shaping up to be a buy.
Next up is Adobe. The company's cloud-based software as a service subscription model continues to impress and Cramer expects good earnings next week. Investors looking to buy should buy some now, and then some more if it declines on the results.
At No. 3 is Facebook (FB) , an Action Alerts PLUS holding and a long-term growth company. Given its sizable earnings, the stock is actually cheap on a valuation basis, Cramer reasoned. Investors have backed away from Facebook after its recent conservative guidance, but it's not like it was bad guidance, he explained. There's still plenty of growth left on the table for Facebook, plus its $6 billion share buyback.
Finally there's video games, which are in a long-term secular growth trend. While Cramer likes Take-Two Interactive Software (TTWO) , the stock is still up too much, so he prefers Electronic Arts (EA) .
For his "Executive Decision" segment, Cramer met with Thomas Jorden, president and CEO of Cimarex Energy (XEC) .
Different companies have different timelines and goals, Jorden said. But at Cimarex, the company has a long-term outlook and is constantly looking to create long-term value. That's why investors willing to stick around for a while are best fit for Cimarex, because over time they will realize that value.
he company is "golden" with $45 oil prices and $2.50 natural gas prices, he added. Just a few years ago, these prices would have seemed fatal. Thanks to innovation, technology and increased productivity though, Cimarex is able to do much better than management or investors would have thought.
It would nice to see regulators working more closely with energy companies, Jorden said. That doesn't mean deregulating necessarily, but working more closely with the companies to make sure transparency and clarity are properly communicated.
Jorden is optimistic on the industry; in particular with Cimarex, he believes the company has the right productivity and innovation to further drive gains.
Cramer said this company has a good balance sheet and impressive technology so he's optimistic on the company's future.
On the show's "Lightning Round" segment, Cramer was bullish on AT&T (T) , Paychex (PAYX) , Wendy's (WEN) , McDonald's (MCD) , Panera Bread (PNRA) , PayPal (PYPL) , Petrobras (PBR) and TransCanada (TRP)
He was bearish on BP (BP) .
Return to Pratt & Whitney
In his final "Executive Decision" segment, Cramer went on site with Chairman and CEO Greg Hayes at United Technologies' (UTX) Pratt & Whitney jet engine facility in Connecticut.
Earlier this week, Cramer spoke with Hayes at the same facility about jobs in the U.S. and
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