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Cramer Remix: This CEO is like a fine wine

Jim Cramer has his eye on CEOs that could be changing the face of their industry, in particular, Larry Merlo of CVS Health.

"CVS is down way too much, I would never sell it down here. I was in Napa this weekend. This company is run by Larry Merlo, he is a finer merlot than anything I tasted in Napa," the "Mad Money" host said.

He also highlighted cloud computing plays as the winners of the market, as they won't be taken down by worries of the Federal Reserve, election or economic worldwide growth.

One day, Twitter could be a way for companies to interpret data and acquire additional customers, Cramer said. Likewise, he praised Salesforce.com's ability to adapt throughout the years and predict what customers want before they even know they need it.

"Then maybe buying [Twitter] could allow Salesforce to rival Amazon, Alphabet and Facebook in the knowledge game," Cramer said.

Marc Benioff, chairman and chief executive officer of Salesforce.com Inc.
David Paul Morris | Bloomberg | Getty Images
Marc Benioff, chairman and chief executive officer of Salesforce.com Inc.

Billionaire Mark Cuban told Cramer on Tuesday that he has also utilized the net operating loss deduction tax code used by GOP nominee Donald Trump. His issue is with Trump's refusal to "own it."

"The problem I have with what [Trump] has done is not that he hasn't paid taxes, honestly … It's that he won't own it and he won't explain it," Cuban said.

Tax documentation from 1995 revealed by The New York Times on Saturday uncovered that Trump reported a $916 million loss on that year's tax return, which would allow him to offset future income.

With taxes in the spotlight this week, Cramer turned his attention to Intuit, the owner of TurboTax and QuickBooks.

Intuit's stock was up 6 percent when Cramer last recommended it on tax day, but has since cooled off after management provided cautious guidance for its next quarter. He spoke with Intuit's chairman and CEO Brad Smith, who said there is a much larger market out there in small business that could be opportunity for the company.

"It's crazy, about 40 percent of small businesses are still paper and pencil, shoeboxes and excel spreadsheets. And so there is a much easier way to do it. You don't even have to know accounting… you send the invoice, accept the payment and everything happens for you," Smith said.


Mark Cuban
Gabriel Grams | CNBC
Mark Cuban

Workday is the maker of cloud-based software that specializes in human capital management, payroll and employee expense management procurement.

Cramer considers this stock to be the quintessential cloud-growth play. It was beloved for years and then fell out of favor with investors in February when cloud stocks were sold off. It has since come roaring back when it reported a strong quarter in August.

At its analyst day this week, Workday announced a partnership with Microsoft, along with several new products. To learn more, Cramer spoke with Workday's CEO Aneel Bhusri, who confirmed the total addressable market for the company is now $65 billion, with further opportunity for additional products.

"My view is that all of that is going to convert from historically on-premise technology to the cloud. It's just a matter of time," Bhusri said.

One powerful long-term theme on Cramer's radar is cybersecurity, especially in the wake of events such as the massive Yahoo data breach. These days, anyone can be hacked.

Proofpoint is a software service company that specializes in protecting email systems, cloud storage, instant messaging and social media. He spoke with the company's CEO Gary Steele to learn more.

"We're helping companies basically protect their users as they're using social to sell and market their products. So we stop lookalikes … We stop cyber criminals from posting malware or malicious links on people's sites that ultimately other people get affected," Steele said.


In the Lightning Round, Cramer gave his take on a few caller favorite stocks:

Lifelock Inc: "No, with a checkered history, frankly at this point I'd say just be in some of the companies that they try to protect you with. I say be in Mastercard or Visa."

CVR Energy: "I don't trust that gigantic deal. That is a red flag for me. If I were back in the home office, I'd say stay away."