Cramer's 'Mad Money' Recap: Amazon, Google, Apple Are the Only Tech Stocks That Matter

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Cramer noted that shares of Quanta are trading just off their 52-week highs but are still a full $10 a share short of where they were before the great recession.

He said the company trades at 15.8 times earnings with a 17.7% growth rate, despite having delivers three beat-and-raise quarters, including its most recent 11-cent-a-share earnings beat on a 34% rise in revenue. Quanta currently has a $4 billion backlog of business.

How to Play Real Estate

The U.S. housing market is back, Cramer told viewers, but is the way to play the move with real estate Web sites including Zillow (Z) , Trulia (TRLA) or Realogy (RLGY) ? Cramer said that all three of these companies were hot IPOs that popped on their first day of trading, but only one is currently worth investing in.

Both Zillow and Trulia are real estate Web sites, said Cramer, ones that rely on online advertising for their revenues. Realogy, however, is an old-line real estate broker, running under the Coldwell Banker name among others. This means while just about anyone can come in and compete with Zillow or Trulia, Realogy stands alone as a solid, proven company.

Cramer said the fear with both Zillow and Trulia are that their growth is unsustainable. With shares trading at 48 times earnings and 103 times earnings respectively, both companies cannot afford to have that happen.

As the housing recovery continues, Realogy will make money two ways, both from higher home values -- think commissions -- and by taking a larger percentage of the real estate pie. The company already has its hands in nearly a quarter of all residential real estate transactions in our country.

Realogy trades at 29 times earnings and is just off its highs. Cramer said he would buy only into weakness as the markets decline.

Lightning Round

In the Lightning Round, Cramer was bullish on MarkWest Energy Partners (MWE) , Bank of America (BAC) , Wells Fargo (WFC) , Heckmann (HEK) , LSI Corp (LSI) and Duke Energy (DUK) .

Cramer was bearish on Exelon (EXC) , Nokia (NOK) , DuPont (DD) and Pitney Bowes (PBI) .

Executive Decision

In the "Executive Decision" segment, Cramer sat down with Scott Peters, chairman, president and CEO of Healthcare Trust (HTA) , a rest estate investment trust that focuses exclusively on medical office buildings near hospital campuses. Shares of Healthcare Trust have a 5.4% yield.

Peters said the Affordable Care Act means that millions more Americans will have health coverage and will be seeking medical care. With a limited supply of medical real estate, that means great things for his company.

He said the Affordable Care Act also forces health providers to become more cost-efficient, and tying up capital in real estate just doesn't make sense when that money would be better spent investing in more doctors or infrastructure.