Cramer's 'Mad Money' Recap: Looking for Winners
NEW YORK (TheStreet) -- This quarter's earnings season has been difficult to navigate, Jim Cramer told "Mad Money" viewers Wednesday, but that doesn't mean there aren't winners out there.
Cramer said all the companies that have been bucking the trend of disappointments have one thing in common -- great execution.
Case in point, PPG (PPG) versus DuPont (DD) , a stock Cramer sadly owns for his charitable trust, Action Alerts PLUS. Cramer said DuPont got hurt bad this quarter because it plays in the commodity chemical market. PPG, meanwhile, is a specialty chemical maker, developing innovative products for autos, aerospace and even sunglasses.
Then there's the case of Buffalo Wild Wings (BWLD) and Chipotle Mexican Grill (CMG) versus Panera Bread (PNRA) . Same-store sales were disappointing at Wild Wings and Chipotle but not at Panera, which used new menu items to keep customers coming back for more, he added.
Cramer said the markets clearly aren't all bad, if investors know where to look.
In the "Executive Decision" segment, Cramer sat down with Martin Franklin, executive chairman at Jarden (JAH) , a company that just delivered an earnings beat of 4 cents a share and a stock that's more than doubled since Cramer first recommended it in November 2009.
Franklin said Jarden is all about innovation, which is why his company makes a $1 million brand investment into itself each and every day. Whether it's developing new products, replacing older ones or promoting the products they have, Franklin said innovation will always be key to having a great company.