Jim Cramer's Mad Money In-Depth, 12/19/07: It's All in the Execution

by: Miriam Metzinger

Stocks discussed in the in-depth session of Jim Cramer’s Mad Money TV program, Wednesday December 19. Click on a stock ticker for more analysis:

Papa John's (NASDAQ:PZZA) and Domino's Pizza (NYSE:DPZ) Execution is a quality in a stock professional money managers are on the lookout for, and the best demonstration of this concept is in restaurant and retail. Cramer compared DPZ, which complained about the environment and had unexciting estimates to PZZA, which beat its estimates and raised its forecast. PZZA has a higher multiple than DPZ, which means it should be trading at a higher price and has visibility, a "multiple enhancer."

CVS Caremark (NYSE:CVS), Walgreen (WAG)

CVS and WAG also demonstrate the importance of execution. WAG was once considered superior to CVS, until CVS decided to profit from drugs going off patent and acquired Caremark, which provided CVS with "very visible profits" through 2012, said Cramer. Now CVS is edging up and WAG is sitting on its laurels, but is slipping.

Mad Mail: Shaw Group (SGR)

While he isn't happy CEO J. Bernhard is selling shares, Cramer is still bullish on SGR, which rose 3 points on Wednesday.

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