Cramer's Mad Money - The Trouble With Bubbles (11/14/13)

Includes: ANF, CLNE, GM, KMB, QSR
by: Miriam Metzinger

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday November 14.

Troubles about Bubbles? Kimberly-Clark (NYSE:KMB), General Motors (NYSE:GM), Clean Energy Fuels (NASDAQ:CLNE)

Cramer responded to criticism that the market is in a bubble by discussing fundamentals of companies. Kimberly-Clark (KMB) rose on the news of a spin-off and stocks seem to be thriving in this environment.

Cramer took some calls:

General Motors (GM) is a stock that should not be sold. China and Europe are now drivers for GM.

Clean Energy Fuels (CLNE): Cramer believes in the concept behind CLNE, but also believes the government is against fossil fuels. He would take profits.

CEO Interview: Cheryl Bachelder, AFC Enterprises (AFCE)

AFC (AFCE) reported a 6 cent earnings beat, but guidance was a bit disappointing. The stock has given an 80% gain since Cramer got behind it a year ago. The company is remodeling restaurants and is cutting costs. "We are a growth company," said Bachelder.

CEO Wall of Shame: Michael Jeffries, Abercrombie & Fitch (NYSE:ANF)

Abercrombie & Fitch (ANF) reported a "truly hideous" quarter. Guidance was awful and the company is seeing margin erosion. This comes along with controversial statements by the CEO that, "We go after cool kids...Great American kids." The CEO's refusal to appeal to plus size women and the "uncool" has had a devastating effect on the company's bottom line. Cramer thinks Jeffries should retire.


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