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In the "Executive Decision" segment, Cramer spoke with Jim Taiclet, chairman, president and CEO of American Tower (AMT_) on the heels of an extremely negative research report by Carson Block of Muddy Waters that called for a 40% decline in the stock. Shares of American Tower are up 44% since Cramer last spoke with Taiclet in February 2011 and 111% since Cramer first got behind the stock in September 2009.

Taiclet said that normally American Tower would not even respond to such an "ill-informed" report. However, given the allegations of fraud, the company felt compelled to set the record straight.

At issue are some of the company's recent acquisitions in Brazil. According to the report, American Tower overpaid and misrepresented how much it paid for those assets. However, Taiclet explained that the deals were made using both debt and equity, and the report only cites part of the overall deal. He said American Tower will be filing an 8-K form with the Securities and Exchange Commission to set the record straight.

Taiclet continued that American Tower has reputable, U.S.-based accounting firms that audit all its acquisitions as well as the company's financials at large. He said the company's international assets are the highest-returning assets in the company.

Finally, Taiclet responded to the allegation that he's selling 90% of his stock in the company. He said that nearly two-thirds of his net worth is in American Tower stock, and the option sales are part of a standard selling plan to pay taxes and other expenses. Taiclet said the report grossly misrepresents both his holdings and American Tower overall.

Cramer said the company's 8-K filing should put these allegations to rest. He said he's a believer in Taiclet, but advised investors to do their homework once the 8-K report is filed.
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