Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. A version of this program last aired Jan. 2, 2015. NEW YORK (TheStreet) -- Finally, a week where earnings, instead of macro economic news, will determine which way the markets are headed. Those were Jim Cramer's thoughts as he laid out his game plan for next week's trading with his Mad Money viewers Friday. Cramer's week begins on Monday with the Wells Fargo Energy Conference, where he expects to get a multitude of fresh perspectives on the future of crude oil prices as well as insights into the health of America's oil renaissance. Must Read: 11 Safe High-Yield Dividend Stocks for Times of Volatility and Uncertainty Tuesday starts with earnings from Johnson & Johnson , along with JPMorgan Chase and Wells Fargo , the latter owned by Cramer for his charitable trust, Action Alerts PLUS. When it comes to Johnson & Johnson, Cramer told investors to pay attention to the company's outlook, as that's the only metric that matters. He would buy both JPMorgan and Wells Fargo on any weakness. Next, on Wednesday, it's Delta Airlines offering an update on transportation; Bank of America , a stock Cramer called a "big disappointment;" and Netflix , which has already seen its shares rise but will likely rise even further. Then, on Thursday, more financial updates from American Express , Citigroup and Goldman Sachs . Citigroup may be worth buying on weakness, but Cramer is worried about American Express. He remains upbeat on Goldman. Finally, on Friday, General Electric and Honeywell will be reporting. Cramer reiterated his buy on Honeywell. The Big Picture "Tonight I want to talk about the big picture," Jim Cramer said, dedicating the rest of his show to building wealth, the kind of wealth that can augment your paycheck and bolster your retirement. Cramer said before you even consider investing in your future, you need to accomplish three very important tasks. First, he said you must pay off all your credit card debt. Even if you're a one-in-a-million investor, it won't matter if your gains are getting wiped out by credit card debt that carries near loan shark-caliber interest rates. Next, Cramer said you must have health insurance. "Don't be a moron about this stuff," Cramer said. Medical emergencies are still the single biggest cause of bankruptcy in America. Finally, Cramer said everyone must have disability insurance. Without it, he said, you could find your savings wiped out in an instant. You must be able to support yourself in you become injured and unemployed. Fortunately, having a good job goes a long way to achieving all of these goals, as many employers offer insurance and a paycheck to help get out of debt. Must Read: Buy These 3 High-Quality Dividend Stocks at Huge Discount Right Now Get Your Hands Dirty Once you have your bases covered and are debt-free and fully insured, then it's time to start thinking about investing, Cramer continued. But what is investing? Cramer said it's a lot more than just having a percentage of your paycheck dumped into a 401(k) plan that you never look at. Just having an IRA or 401(k) is no longer enough, he said. Investors need to get their hands dirty, get involved and pay attention. The goal of investing is to use the money you have to make even more money, and that doesn't come from passive investing. Cramer has often said that diversification is the only free lunch, and investors need to remain vigilant to assure their money is never concentrated in any one stock or sector. One mistake many investors make is investing too much into the company in which they work. Cramer said no one should ever put more than 20% of their savings into a single stock. That was a mistake that many Enron and Eastman Kodak employees made and one you shouldn't repeat. Diversify before anything else. Take a Risk Cramer's next lesson for investors is all about risk. Conventional wisdom says that retirement savings are sacrosanct and should never be subjected to undue risk, but Cramer argued that being too prudent can become reckless. Cramer said that when it comes to retirement, you're in a race against time. You need to amass the money you need before you retire. Loading up on Treasury bonds with only a 4% yield in your 30s and 40s just isn't going to get you to your goals. How many bonds should investors have? Cramer said only 10% to 20% in your portfolio while you're in your 30s, adding 10% more in your 40s and 50s, ending with 40% to 50% by the time you retire. Cramer also sounded off against so-called "stable index funds," a popular option that's likely in your 401(k) plan. Cramer said these "stable" funds sound appealing but often don't yield much more than a bank money market fund. Must Read: How to Trade General Electric Stock in Wake of GE Capital News Timing Is Everything Now that investors are ready to invest and know where to invest, Cramer offered some tips on when to invest. He noted that typically people invest evenly throughout the year, setting aside a portion of their paychecks every two weeks. But Cramer said a smarter plan would be to invest twice as much as you usually would anytime the market falls by 10% or more. If the market stays down the following month, invest twice as much again, he advised. Will these subtle changes won't make much difference over four or five years? Probably not, Cramer admitted. But over 40 or 50 years they could add up to tens or even hundreds of thousands of dollars added to your portfolio. Paying attention and actively managing your money makes all the difference, Cramer concluded. Your 401(k)'s Down Side Cramer's final words of advice for investors involves the down side of your 401(k) plan. He said that while 401(k)s are great ways to invest thanks to their automatic and tax-free nature, they also incur lots of fees and typically only offer a handful of investment options. Cramer said the best way to invest in your future remains a diversified portfolio of individual stocks that you control, assuming you have the time to put in one hour of homework per week. But since 401(k)s also sometimes offer employer matches, investors should always take advantage of that free money, investing up to the match limit. Once that limit is reached, Cramer advised putting the rest of your savings into an individual IRA you control until you've reached the yearly contribution limits set by the Internal Revenue Service. Must Read: Apple Watch Is Finally Available to Order -- Here's a Look at Every Version To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDCClick to view a price quote on JNJ. Click to research the Drugs industry.
Archive for the ‘HON’ Category
Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) -- Next week's game plan will be more about listening than trading, Jim Cramer told his Mad Money viewers Friday. Next week will likely be too dangerous to trade on the latest earnings news, Cramer continued, which is why he'll be mostly listening and learning all he can. On Monday, Cramer said investors will be focused on Apple , a stock Cramer owns for his charitable trust, Action Alerts PLUS. Cramer said regardless of what new goodies Apple unveils Monday, the stock should just be owned for the long term. Also on Monday, earnings from Urban Outfitters and United Natural Foods . Cramer said he's expecting good earnings from Urban, but still wants to use United Foods for a read on how Hain Celestial and WhiteWave Foods are likely doing. Next on Tuesday, VeriFone will be reporting, but Cramer said he doesn't expect a blowout. He is expecting good things from Habit Restaurants , which reports after the close. Wednesday brings Shake Shack's earnings. While Cramer is a big fan of the restaurant and its founder, Danny Meyer, he said the stock is simply too expensive to own at current levels. Then, on Thursday, it's El Pollo Loco reporting. Cramer said he prefers Fiesta Restaurant Group over Pollo Loco, along with Chipotle Mexican Grill and Jack In The Box . Also on Thursday, Dollar General and Ulta Salon . Cramer said he's been selling some Dollar General for Action Alerts PLUS, but the stock can still head higher. He is also bullish on Ulta, saying this stock can be bought ahead of its earnings. Finally, on Friday, Cramer will be listening to Ann for a read on women's apparel, and Hibbett Sports to see how Nike and Under Armour are faring. What Makes Winners What makes for a winning stock? When should investors say, "Whoops, I missed the move?" These are both important questions, Cramer told viewers, especially after the market has had such a stellar big higher.Cramer said that if a company's product cycle has run out, or a competitor has built a better mousetrap, then obviously it's time to move on. But if the company continues to innovate and outpace the competition, maybe the stock's big move is just the beginning. Must Read: Credit Suisse: 7 Best Industrials Stocks for Your Portfolio That's certainly the case with Honeywell , Cramer continued. He said after interviewing Honeywell's CEO, Dave Cote on Wednesday, it's clear that this is one company that's not standing still. Honeywell has tons of divisions, from aerospace to climate control, health and safety to turbochargers, but unlike many conglomerates that are better off splitting up into pieces, Honeywell is a diversified industrial that works, as every division borrows technology from the others and is better off for it. Innovation is so strong at Honeywell that most of the products the company introduces weren't even invented just a few years ago. That's why Cramer said Cote, who also happens to be Cramer's next door neighbor, remains a winner in his book. Protect Yourself Nobody likes to play by the rules, but with investing rules can protect you from your own bad judgment. Cramer said people are always asking him whether he worries about the stocks he owns. The answer is, of course, absolutely. He said that everyone worries about their investments, especially when your investments are heading lower in an up market. But that's why Cramer said he believes in active money management, saying nimble and flexible to always keep your money working for you and not against you. The first step in that process is finding out why your stocks aren't performing as you expected. Cramer said you need to do your homework because you can't be informed if you don't inform yourself. Once you know what's gone awry with your favorite stock, what do you do next? Cramer said investors typically make two mistakes at this point. First, they end up owning too much stock so they don't have any cash left to buy into the decline. Or they like all of their stocks equally so have no inclination to sell. Cramer said investors should always have cash on hand to buy more if that's what they deem necessary and they should always rank their stocks from best to worst. That way if your best stock is going down you automatically know to buy more, but if the worst one is dropping you can cut your losses early. Discipline trumps conviction, Cramer concluded. This is the manta all investors should follow. Accept the fact that something may happen that you didn't foresee and have a plan to deal with it when it does. Must Read: Warren Buffett Just Bought 5% of This Farm Equipment Company -- Should You Buy in, too? Trades vs. Investments Never turn a trade into an investment. That was Cramer's next rule for investors. What does it mean? Cramer explained. Cramer said when you invest for a trade, you're expecting an event, a catalyst, to take that stock higher over the short term. An investment, on the other hand, is not news driven, it's something you want to own over the long haul. How are these two different? Cramer said with a trade he wants to buy all up front, taking maximum advantage of the event when it occurs, so he can then take his winnings and run. Investors, however, are different. With an investment, Cramer said he buys only a portion up front, buying more on weakness and market pullbacks. Why? Because the ultimate goal is to build a position at the best possible price, and unlike a trade, there's no hurry. Cramer said investors should never turn a trade into an investment because if the catalyst they were waiting for doesn't happen, there's a good chance that stock is heading lower. The reason is simple: You're probably not the only one who is waiting on the catalyst. Too often investors make the mistake of doubling down at this point, but Cramer said the odds are against you. Market Corrections Cramer's last lessons for investors dealt with market corrections. He said that all too often investors are lulled into the markets during the good times and then panic during the bad times. Corrections are to be expected and are a normal part of a healthy market. Corrections are actually great opportunities, but only if investors are prepared. Investors that are always fully invested, that is, they don't have any cash on hand, will never be able to buy more of their winners when the markets put them on sale. Cramer said that cash is the most under-rated of investments, but when the market is tanking there's nothing better. That's why he invests by "trading around a position," that is, selling a percentage into strength only to buy it back into weakness. By selling into strength, Cramer said investors will always have cash on hand to take advantage of the corrections. Trading around a position does come with one caveat, however: Don't subsidize your losers with the gains from your winners. Cramer said all too often investors will take gains from their winners to shore up their positions in their losing stocks. But that's a bad idea, he said. The losers are likely falling for a reason while your winners were likely gaining for a reason. Better to stick with the winners. Must Read: 3 Hot Restaurant Stocks You Should Consider Buying Now To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here.Click to view a price quote on AAPL. Click to research the Consumer Durables industry.
Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) -- The market isn't crazy and it's not irrationally exuberant, it's just happy, Jim Cramer told his Mad Money viewers Monday after another strong day on Wall Street. Cramer said the market likes just about everything it sees, which is great news since there's a lot to like. The markets are naturally bullish due to an improving economy, Cramer noted, which is why big-name international stocks Walt Disney , Boeing and Honeywell remain strong buys. All of these stocks were higher on the day thanks to pure optimism about the future. But beyond the macro, Cramer mentioned a number of individual stocks worth noting, including NXP Semiconductor buying Freescale Semiconductor , a gigantic win for both companies. Then there's Cardinal Health buying some of Johnson & Johnson's assets, another win for both stocks. And let's not forget Pharmacyclics , up 81% so far this year. Other notables on the day included Costco pairing up with Visa , news that sent rival MasterCard , a stock Cramer owns for his charitable trust, Action Alerts PLUS, higher, along with Costco's former partner American Express . With all of these positives, investors might be thinking that a crash must be imminent, but Cramer said things that should go down, like Lumber Liquidators , are going down. The company's shares slid over 25% on an investigation that its floors might be toxic. Likewise, shares of IBM continue to skid, even with Warren Buffett's endorsement, as investors want more than just a stock buyback program. "So maybe happy isn't a bad thing after all," Cramer concluded. Retailers to Buy With cheap gasoline and strong execution, Cramer said it's not surprising that many retailers delivered strong earnings this quarter. But there were four retailers that did exceptionally well and are worth your attention. Ross Stores delivered an 8-cents-a-share earnings beat with a 6% rise in same-store sales, its highest since 2012, along with an increased stock buyback program and a dividend boost. The company continues to improve its shopping experience, and with 1,300 locations management says it could still double the footprint. Shares of Ross trade at less than 20 times earnings. Nordstrom posted a 3-cents-a-share earnings miss when it reported on Feb. 19, Cramer noted, but shares shot up after its conference call where management indicated that 2015 will be its peak investment year for its omni-channel strategy. With a 4.7% increase in same-store sales and trading at only 19 times earnings, Cramer said Nordstrom remains a steal. Dillard's also surprised investors with a 5% increase in revenue, its fastest growth since 2012. The company continues to shut down underperforming locations while selling more higher margin merchandise. Dillard's has also bought back near 40% of its shares in recent years but still trades at just 13.5 times earnings. Shares of Kohl's are flirting with eight-year highs. This retailer posted a 3-cents-a-share earnings beat on a 3.7% rise in same-store sales. With a 15% dividend boost, Cramer said Kohl's is another retailer that clearly has its groove back. Must Read: Your Next Smartphone Could Look Like One of These New Models Cramer on Buffett With Warren Buffett's annual letter to shareholders upon us, Cramer took a few moments to reflect on what he called the most insightful of annual letters in recent memory. Cramer said what struck him most about Buffett's insights this year wasn't his successes or his failures but his ability to speech freely about anything he wants. Letters like this simply wouldn't be possible at any other company, Cramer noted, but Buffett is Berkshire Hathaway and Berkshire is Buffett, which gives him a level of autonomy that is not seen anywhere else in corporate America. Cramer said he finds it odd that while so many investors and companies try to emulate Buffett, they have yet to emulate his style or his business model. Perhaps, Cramer suggested, corporate restrictions need to be loosened on what CEOs can say and do so that Buffett is not the exception but the rule for the next generation. Buffett has done an amazing job creating wealth for tens of thousands of investors, Cramer concluded. Maybe that's at least partially because we've left him alone to do his job. Everyone Wins Semiconductor mergers have been a big win for shareholders, Cramer told viewers, but today's announcement of NXP Semiconductor buying Freescale Semiconductor tops them all. Cramer said he's been a big backer of NXP, a stock that's already run 56% since it first recommended it in August, but he's not backing away now. He said this stock can still run "a heck of a lot higher" with the Freescale acquisition. Why is Cramer so bullish? It's because the connected car will be the next big thing, and the combined company will be the number one player in that market as well as being the fourth-largest semiconductor company overall. NXP expects over $500 million in annual cost savings from the Freescale deal and says it will be additive to earnings during its first year. Add to that the fact that NXP was already growing three times faster than the semiconductor industry overall and its easy to see why Cramer was so excited. The combined company will sell chips into 27 of the world's 28 largest automakers while have exposure to NFC wireless, wearable computing, RFID technology and more. Cramer said even at these high levels, shares of NXP are worth buying, along with another fave, Harman International , which rallied 3% today. Must Read: Who Is Whitney Tilson? Buffett Disciple Shorts Lumber Lightning Round In the Lightning Round, Cramer was bullish on Verizon , Wells Fargo , Leggett & Platt , Home Depot , Lowes and Merrimack Pharmaceuticals . Cramer was bearish on America Movil , Bank of America , Micron Technology and Mattress Firm . Executive Decision: Mark Bristow For his "Executive Decision" segment, Cramer spoke with Mark Bristow, CEO of Randgold Resources , a company Cramer said is the only gold producer still able to make the numbers. Bristow explained that Randgold has been "getting its house in order" over the past few years, and is operating on a 10-year plan to remain profitable with gold at just $1,000 a ounce. He said once that phase is complete and the company has demonstrated it can operate efficiently, it will begin harvesting more capital for shareholders. Bristow continued that Randgold has no debt and is growing its cash position but has no plans for acquisitions. He said his company needs to become "bullet proof" and not fall into the traps that so many other gold producers have fallen into through a lack of discipline. Cramer said Randgold is playing to win and is the best gold producer in the business. Must Read: 13 Volatile Stocks to Buy Right Now if You Are a Risk Taker To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDCClick to view a price quote on ROST. 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Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) -- Investors looking to get ahead of the curve need to start getting bullish on Europe, Jim Cramer said on Mad Money Thursday. Cramer told viewers that when the markets put stocks on sale due to weakness in Europe, they need to be buy, buy, buying. Only in the stock market are lower prices seen as a bad thing. If you happen upon some new shirts at the mall and they're on sale, you don't think "something must be wrong with them" or "I bet they'll be worth even less tomorrow." No, you buy them. Stocks should be no different. Must Read: 10 Stocks Carl Icahn Loves for 2015: Apple, eBay, Hertz and More Cramer said the European economy has begun to recover, and with Greece putting pressure on Germany for reforms things will only be getting better. That means investors' shopping lists should include a whole host of names, several of which Cramer already owns for his charitable trust, Action Alerts PLUS. Cramer said Eaton and Dow Chemical , both Action Alerts PLUS holdings, make the list, as they're well off their highs with cheap multiples and big European exposure. Also on the list, General Motors , also Action Alerts PLUS. Cramer said the narrative last year for GM was all about recalls and big cars that use too much expensive gasoline. But today, the recalls are off the front page and with cheap gas, those high margin SUVs are looking pretty profitable. Cramer was also bullish on Alcoa as well as 3M and Honeywell . And with both Twitter and LinkedIn reporting strong numbers, Cramer said he's thinking that Cisco , with Twitter also on the Action Alerts PLUS roster, is an excellent choice. Executive Decision: Irwin Simon For his "Executive Decision" segment, Cramer welcomed Irwin Simon, president, chairman and CEO of Hain Celestial , the healthy and organic food maker that saw its stock rise 5% after it reported yesterday, despite a very challenging quarter. It was a challenging quarter, Simon admitted. Hain suffered a product recall and a major fire at one of its factories, as well as currency pressures overseas. But the recall has been fixed, he said, and products are once again shipping and currency pressures won't last forever. Beyond this quarter's challenges, however, Simon remains bullish on Hain's outlook. He said while pioneers like Whole Foods Markets started the organic trend, mass merchandisers like Wal-Mart are now fully embracing it. Whether it's food, personal care or baby products, customers want healthy, natural and antibiotic-free products, Simon continued. When asked about the latest trend towards more environmentally friendly packaging, Simon responded by saying that packaging is always a balance between using good materials and protecting the protect from contamination. But wherever possible, the company is looking into better packaging options. Cramer said he's a believer in Hain now more than ever. Must Read: Buffett's Big Hedge Fund Bet Is Proof Picking Winners Is Easier Said Than Done Believe in Under Armour A warning to investors: Don't bet against Kevin Plank, the founder and CEO of Under Armour . Cramer said when it comes to investing in a visionary CEO, you either believe or you don't. In the case of Under Armour, there have always been a huge contingent of of nonbelievers, and they've been wrong the entire time. If you think about it, Under Armour shouldn't even exist, Cramer said. Can a company really build a better T-shirt? Under Armour did. Can a company really make apparel that keeps you warm, keeps you cool and helps you heal? Under Armour did. Can any company compete against the behemoth that is Nike ? Under Armour is... and is doing quite well at it. That's why Cramer said he's not surprised that Under Armour has made a series of acquisitions to build a network of 120 million health-conscience people that are using technology to keep tabs on their fitness. He's also not surprised there are doubters. "Short this stock at your peril," Cramer concluded. Executive Decision: Greg Waters In his second "Executive Decision" segment, Cramer spoke with Greg Waters, president and CEO of Integrated Device Technology , a small semiconductor company that's up 20% in just the past three months, yet still trades at 18.5 times earnings with a 38% growth rate. Waters explained that IDT is playing a part in the buildout of a number of new, yet critical technologies, including advanced memory interfaces, wireless communications and wireless charging. Waters said IDT is an early leader in the wireless charging space, but admitted it will take several years before it is more widely adopted. As for advanced memory chips, that is where IDT is making the biggest difference -- cloud-based data centers are needing more and faster memory every day. Cramer said IDT is a cheap stock with a great balance sheet and is in the "sweet spot" of a number of new technologies. Must Read: 14 IPOs You Wish You Bought in 2014 (and Made a Killing On) Lightning Round In the Lightning Round, Cramer was bullish on TG Therapeutics , EOG Resources , GlaxoSmithKline , Isis Pharmaceuticals , Box , Qorvo , Cypress Semiconductor , Keurig Green Mountain and JetBlue Airways . Cramer was bearish on Whiting Petroleum , America Movil , iRobot and Berry Plastics . Executive Decision: Martin Richenhagen In his third "Executive Decision" segment, Cramer checked in with Martin Richenhagen, chairman, president and CEO of Agco , the agriculture equipment maker that shot the lights out this quarter, delivering a 52-cents-a-share earnings beat and a dividend boost on top of the company's already announced share repurchase program. Richenhagen said he remains bullish on Agco's prospects in the long term, even though things are challenging in the short term, including sanctions in Europe, weakness in Greece, Spain and Italy and a strong euro headwind. Yet, despite all the short-term issues, Richenhagen said food production remains vital and the world's population continues to grow, which means business will be picking up again soon. That's why Agco remains disciplined in its spending and has a culture of improving productivity. Cramer said Richenhagen has tremendous conviction in his company and its stock. Who knows how good things will be when things get better? Must Read: Oil Earnings Telling the Story of Differing Views on Crude To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDCClick to view a price quote on ETN. Click to research the Electronics industry.
TheStreet is providing FREE access to Jim Cramer’s charitable trust (Action Alerts PLUS) and his premium articles on Real Money this weekend. Please register here. Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) -- Would you rather own a winner or a whiner? Jim Cramer asked on Mad Money Tuesday. Cramer sounded off against all those companies complaining a strong U.S. dollar ruined their quarterly results. Cramer said it's time to throw out the whiners and buy the winners at a great price. Who are these whiners? Cramer said Microsoft , a stock he owns for his charitable trust, Action Alerts PLUS, turned out to be one of them. The company complained about weak sales in China and Japan, sending shares down 9%. Other whiners included Procter & Gamble , down 3.4%, FreeportMcMoran , down 6% and the biggest whiner of them all, Caterpillar , down 7%. Must Read: 16 Rock-Solid Dividend Stocks With 50 Years of Increasing Dividends and Market-Beating Performance Cramer said he's taking a pass on the "whine bar" and sticking with the winners. If Procter is losing sales, those sales must be going to Action Alerts PLUS holding Unilever , based in Europe, or Kimberly-Clark . Cramer is also a fan of domestic winners including Apple , another Action Alerts PLUS holding, and Yahoo! along with Kroger , Southwest Airlines and just about any of the biotech names including Regeneron . More Winners The markets are driving down the prices of just about every international company as investors attempt to get ahead of real, or perceived, currency problems, Cramer said. But that may create opportunities, if you know where to look. Case in point: Boeing . Cramer said the demand for planes is still strong and military spending around the globe is on the rise. But with 43% of Boeing's sales stemming from overseas, there's a good chance the company might report some currency weakness. Fortunately, shares of Boeing have already come down ahead of earnings, making an attractive entry point. Cramer said Pepsico also fits this pattern, a strong company with falling shares. What other companies can be bought? Cramer said he likes those that triumphed over currency issues, companies such as Honeywell and Starbucks , another Action Alerts PLUS holding. Then there are the stocks that have already "reset" to the new expectations, stocks like Kimberly-Clark. Must Read: Yahoo! Surges After Announcing Tax-Free Spinoff of Alibaba Executive Decision: Scott Wine For his "Executive Decision" segment, Cramer spoke with Scott Wine, chairman and CEO of Polaris Industries , which rallied 5.4% on strong quarterly results. Wine noted that while Polaris delivered strong results for the quarter, he also said, "We can do better." Polaris can execute even better and manage inventory even better, Wine continues. While Polaris did see significant currency pressures in the quarter, more important for the company was continued innovation. Wine said the company plans on continuing its fierce innovation, delivering higher-quality products to customers even faster and with higher gross margins. When asked whether this week's record snowstorms in the Northeast helped drive sales, Wine confirmed that the more snow there is, the better for Polaris. Cramer said Polaris' stock has been under pressure for no reason and he wants viewers to "have faith" in the company. Off the Charts, Super Bowl Edition In a Super Bowl edition of his "Off The Charts" segment, Cramer went head to head with colleague Bob Lang to pit four Seattle-based companies, Costco , Nordstrom , Microsoft and Starbucks against four New England-based companies, Boston Beer , CVS Health , Skyworks Solutions and Dunkin Brands . In the first matchup between Costco and Boston Beer, Lang noted Costco has a nice floor of support while Boston Beer is in overbought territory and is likely to take a rest. In this matchup, Costco wins. Next, Lang said Nordstrom is in a solid uptrend and has a nice entry point. CVS is also rallying strong with tremendous performance. In a close matchup, Lang gave the edge to Nordstrom. In the next contest, Lang said today's breakdown of Microsoft sent it below its 200-day moving average, meaning it will likely trade sideways. Skyworks, however, has been rallying on strong volume. Advantage Skyworks. Finally, Lang called Starbucks the winner among the coffee group, noting a strong MACD momentum indicator and a recent gap higher with no resistance above its all-time high. Meanwhile, Dunkin has seen a strong rally since December but also displays the dreaded head-and-shoulders pattern. With a final score of Seattle three, New England one, Cramer declared his stock market winners. Must Read: Weaker-Than-Expected Winter Storm Will Still Hurt Retailers Lightning Round In the Lightning Round, Cramer was bullish on First Horizon National . Cramer was bearish on State Street , Achillion Pharmaceuticals and Martin Midstream Partners . Executive Decision: Tim Walbert In his second "Executive Decision" segment, Cramer spoke with Tim Walbert, chairman, president and CEO of Horizon Pharmaceuticals , a small biotech company with five drugs on the market, four of which stemmed from smart acquisitions. Walbert said Horizon's recent acquisitions have been very exciting because his company is able to provide focus to drugs that were lost when part of bigger pharma companies. Walbert also touted Horizon's "Prescriptions Made Easy" program that aims to do the right thing for patients by making treatments easier to access and more affordable when needed. In addition to helping to widen distribution of its drugs, Horizon is also actively developing them to treat new indications, with some exciting Phase III studies currently underway. Cramer said Horizon is a niche player that has a lot of positive things going for it. Must Read: Facebook Quarterly Earnings Report: Top 4 Things to Watch For To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDCClick to view a price quote on MSFT. Click to research the Computer Software & Services industry.
Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) -- Once again Europe takes center stage in next week's game plan, Jim Cramer told his Mad Money viewers Friday, but he hopes the disappointments of Europe will only create opportunities to buy more U.S. stocks. U.S. markets will be closed Monday but key economic data out of Europe and China may color the markets for the rest of the week. Must Read: 10 Stocks Billionaire David Einhorn Loves for 2015 On Tuesday, it's back to earnings with Halliburton , Netflix and IBM reporting. Cramer said Halliburton is more domestic than rival Schlumberger so it may announce negative news that could also undo any potential market rallies. Cramer was also cautious on Netflix and IBM. Wednesday brings earnings from Unitedhealth Group and United Rentals , two stocks that could drive their sectors higher on any good news. Cramer was also bullish on General Dynamics , saying investors should own this one ahead of earnings. Then, on Thursday, it's another dreaded European Central Bank meeting along with earnings from Union Pacific , a stock with a good story to tell as there are currently no trains that run from the U.S. to Europe. Cramer was also bullish on both Starbucks and Verizon . Finally, on Friday, it's Honeywell , another Cramer fave, and General Electric , a stock that is decidedly not a Cramer favorite. In initial public offering news, Cramer said he's urging investors to get in on the Box IPO if possible. Next-Gen Biotechs: PTC Therapeutics Wrapping up his week-long focus on "Biotech, the next generation," Cramer sat down with Shane Kovacs, CFO of PTC Therapeutics , another orphan drug maker and one of the hottest stocks of 2014. Kovacs explained that while PTC is developing treatments for muscular dystrophy and cystic fibrosis, the company is only targeting small subsets of patients, those with specific genetic mutations of the disease, which is why they qualify for orphan status. In total, Kovacs said only about 10% of patients have the specific mutation but it's getting easier, cheaper and faster to get tested to see which variant of these diseases doctors are dealing with. Kovacs said all of these diseases are muscle-wasting disorders, which is why PTC's treatments focuses on keeping muscles healthy so they deteriorate more slowly. That's why it's critical patients get typed and start treatments as early as possible. Cramer said PTC gave an excellent presentation earlier this week and any potential investor needs to read that presentation before investing in this promising company. Must Read: January Effect: What the Market's Wild Month Means for Rest of 2015 Where Everyone Wins With oil prices stabilizing, the markets can finally catch its breath, Cramer told viewers. In fact, oil prices are currently in the "sweet spot" where everyone wins. Cramer said it's inevitable that with oil prices cut in half from their highs, some oil companies will default on their bonds or go bankrupt. But with oil at current levels many oil companies will be able to refinance their debts so it won't become an oil default Armageddon. Additionally, there will be layoffs in the oil patch but, again, with oil at current levels and stabilizing, the labor market could also find an equilibrium that, while not as good as before, certainly isn't bad. Finally, with gasoline hovering near $2 a gallon, consumers are starting to realize the benefits of lower oil prices as well. Cramer said consumer don't need $1 gasoline to feel better about the economy; $2 will be just fine. That why Cramer said the markets are in a sweet spot at current levels. Yes, there will be some pain, but it's nothing the strengthening U.S. economy can't handle. Everyone wins. Next-Gen Biotech: Relypsa For his second biotech-focused interview, Cramer spoke with John Orwin, president and CEO of Relypsa , which is working on a drug, Patiromer, to treat metabolic disorders that have not seen any new treatments since 1958. Orwin said there is a "significant" unmet need for choices in the metabolic space because there are possibly 14 million to 15 million patients suffering from chronic kidney diseases and many of them may not even know it. It's important to have options that are well tolerated by the body, Orwin continued, and that's what Patiromer does. Orwin explained Patiromer is a powder that's mixed with water and taken on a daily basis to bind with excess potassium in the blood and remove it from the body. When asked about the FDA's decision not to convene an advisory panel to debate Patiromer's effectiveness, Orwin said he was encouraged by the decision, especially given that Relypsa submitted a quality submission with rigorous trials that proved the drug was both safe and effective for chronic daily use. Cramer said that while Relypsa is a speculative stock, when Patiromer gets approved it will be a big win for the company. Lightning Round In the Lightning Round, Cramer was bullish on ICICI Bank , Deckers Brands and Denny's . Cramer was bearish on CVR Refining , Ziopharm Oncology and Avon Products . No Huddle Offense In his "No Huddle Offense" segment, Cramer opined on the terrific news that Bill Johnson, former CEO of Heinz, is joining the board of Cramer fave Pepsico , thereby ending a growing battle between Pepsi CEO Indra Nooyi and activist investor Nelson Peltz. Cramer said the appointment of Johnson was the perfect compromise. Johnson is now an adviser to Peltz after working closely with him at Heinz to help bring out value and ultimate get the company sold to Warren Buffett. Johnson is a terrific consumer goods executive, Cramer said, and should work well with Nooyi, who is already committed to rewarding shareholders. Must Read: More CEOs Fired in 2014 Than Any Year Since 2008 Crash To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDCClick to view a price quote on HAL. Click to research the Energy industry.
Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) -- Most government statistics don't mean a thing to the stock market, Jim Cramer told his Mad Money viewers Tuesday. But when you get a gross domestic product number as robust as we received today, well, that's hard to ignore. Cramer said money managers will see today's GDP number as a sign to buy, buy, buy, which makes the perfect stock for this moment Kimberly-Clark . Why Kimberly? Because when you buy diapers, you're buying an oil-based product that just got a lot cheaper to source, make and ship to consumers. You also get a company with big profits and dividend protection. Must Read: Cramer: What Stocks You Can Still Buy in This Rally A robust economy is also a big win for retailers like Costco , Cramer noted, along with winners like Restoration Hardware and Walgreens , a stock Cramer owns for his charitable trust, Action Alerts PLUS and which just reported its first good quarter in ages. Cramer was also bullish on restaurants such as AAP holding Starbucks and Popeyes Louisiana Kitchen , along with non-residential construction plays such as Honeywell and Eaton , another AAP stock. With a strong GDP, Cramer is also bullish on Marriott International and Boeing . Cramer's only words of caution were for the energy sector, as oil continues to find a bottom, and biotechs, which are falling victim to increased price competition. Off the Charts In the "Off The Charts" segment, Cramer went head to head with colleague Dan Fitzpatrick to determine how much lower the biotech sector can fall on the heels of Gilead Sciences' near 11% decline in recent days due to increased price competition. Using a daily chart of the iShares Nasdaq Biotech ETF , Fitzpatrick noted the group's astounding leadership so far this year, up 29% and a full 42% from its April lows. But Fitzpatrick cautioned the biotech stocks are at a crucial level, having fallen back to their 50-day moving average. If this level fails to hold, then $294 will be the next key level to watch, with only $261, the exchange-traded fund's 200-day moving average offering any floor of support below that. Looking at a weekly chart, Fitzpatrick noted just three pullbacks since 2012 that approached the 40-week, or 200-day, moving average. The 200-day has been a terrific buying opportunity; unfortunately, that level is still 11% lower from where we are today. Cramer agreed with Fitzpatrick, saying that if the 50-day average holds then it would be time to buy back into this group. But if the 40-day average fails, there's a long, long way to go before the next level of support comes into play. Must Read: Dow 18,000: Why This Market Rally May Never Happen Again Navigating Through the Rubble It's still too early to begin picking among the rubble in the energy sector, Cramer told viewers, but that doesn't mean there aren't bargains to be had in stocks that have been wrongfully accused of being energy stocks. That's certainly the case with Navigator Holdings , Cramer pointed out. This purveyor of liquified natural gas ships doesn't have anything to do with the price of oil or gas. Shares of Navigator are down a stunning 40% from their highs, Cramer noted. Investors have mistakenly viewed the company as another casualty of falling energy prices. But what matters to Navigator is not the price of what it carries in its 26 vessels, but the imbalance of where gas is found versus where it needs to go. Navigator benefits from classic supply and demand: surplus versus shortage. The U.S. currently has a ton of excess natural gas while the rest of the world is in dire need of more. The U.S. has no less than five export terminals currently under construction. Just one of those terminals, the one being developed by Enterprise Product Partners , is set to open in late 2015 and is already 85% subscribed. That terminal alone will need 25 new ships to transport its gas. And what of famed investor Wilbur Ross selling his stake in the company? Cramer said Ross' move was likely just profit taking after a near 300% gain. Cramer said Navigator is a terrific bargain, even after its shares shot up 2.5% in today's session. Executive Decision: Mark Dankberg For his "Executive Decision" segment, Cramer checked in with Mark Dankberg, chairman and CEO of ViaSat , the satellite-based broadband provider for airlines and consumers. Dankberg said ViaSat has been providing in-flight communication services for government and business aircraft for many years now, but thanks to its latest satellite offerings is now expanding into in-flight wifi for airlines and commercial flights. He said given the frustration travelers have with in-flight Wi-Fi, that service tends to get most of the attention. But Dankberg also noted that with the compelling need for surveillance and intelligence worldwide, ViaSat's government offerings are still playing an important role. He also called out ViaSat's cyber security offerings, which will be rolling out to utility companies in 2015, as another exciting area for growth. Cramer said that when you have the best technology in a given industry you have a compelling story. That's what ViaSat offers investors. Must Read: Glenview Capital's Larry Robbins Just Pulled 3 New Stocks Out of His Sleeve Lightning Round In the Lightning Round, Cramer was bullish on GW Pharmaceuticals , SunTrust Banks , Cabot Oil & Gas and Bristol-Myers Squibb . Cramer was bearish on Arlington Asset Investment , Prospect Capital , Range Resources and Second Sight Medical Products . No Huddle Offense In his "No Huddle Offense" segment, Cramer pondered how the defense stocks can be doing so well given all the downsizing and sequestration of recent years. The reason? The world is re-arming, he said, and the U.S. is the only arsenal large enough to meet the demand. Cramer said the world is slowly coming to terms with the notion that the U.S. may no longer be the world's policeman, leaving the conflicts of Ukraine and the Middle East, among others, in the hands of those countries. That means the world needs multi-billions of dollars of equipment from the likes of Raytheon , Northrop Grumman and Lockheed Martin . That's also why these companies have been reporting multi-billion-dollar deals with countries around the globe. Must Read: Here's Why U.S. Economy Growing at 5% Is Good for Stocks To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDCClick to view a price quote on KMB. Click to research the Consumer Non-Durables industry.
Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) -- If things are really so bad, then why are so many good things still happening? That was the question Jim Cramer posited to his Mad Money TV show viewers Monday as he cited just a few examples of stocks that aren't tied to the Russia and are still making investors money. Petsmart was first positive on Cramer's list. The company announced an $8.3 billion tender offer, making it the largest leveraged buyout of the year. Then there's Riverbed Technology , which announced its taking itself private at $21 a share. Cramer said neither of these companies is anything spectacular, yet their shareholders were rewarded handsomely. Must Read: Jim Cramer’s 4 Best Stock Picks for the Health Care Sector Cramer also noted positive news on iPhone sales, which led to gains in Cirrus Logic , Skyworks Solutions and, of course, Apple , a stock Cramer owns for his charitable trust, Action Alerts PLUS. Also in the positive column today was Bob Evans Farms , which announced the resignation of its CEO thanks to activist investor pressure; Honeywell , which reaffirmed its guidance; and Alcoa , which announced the purchase of a German company. Maybe things really aren't as bad as the headlines tell us, Cramer concluded. Yes, some stocks are tied to Russia and the global economy, but clearly these names aren't. Executive Decision: Klaus Kleinfeld For his "Executive Decision" segment, Cramer spoke with Klaus Kleinfeld, chairman and CEO at Alcoa , on the heels of the company's acquisition of Tital in Germany. Kleinfeld said that while the Tital acquisition was a fairly small one for Alcoa, it does play into two important themes for the company: aerospace and Europe. He noted this is the second acquisition Alcoa has made this year. Kleinfeld also noted that Alcoa is not giving up on organic growth and is actively expanding its capabilities in many areas to become more competitive. Alcoa continues to bring new, lower-cost facilities online and continues to close older, higher-cost ones. When asked about new technologies, Kleinfeld said that in addition to constantly striving to make stronger, lighter materials more affordable for a variety of applications, Alcoa also uses technology such as 3-D printing to help speed up the process of prototyping. He noted that 3-D printing is only beginning to realize its full potential. Cramer said he continues to be a fan of Alcoa. Must Read: Buffett and Billionaire Investors Look to Oil, Health Care and Spinoffs in 2015 Illogical Linkage How can cheaper oil prices be so bullish for the U.S. economy yet so bearish for U.S. stocks? Cramer said investors would have to be out of their minds to not see that paying less at the pump and less for heating oil is a good thing. They'd also have to be blind to not see that lower oil prices are great for industrial companies, chemical companies and anyone that has to ship things over great distances. Yet, as oil prices continue their slide lower, so, too, does the stock market, despite the fact that this newfound oil stimulus is far more broad and effective than the one President Obama signed into law back in 2009 at the onset of the recession. Cramer said this illogical linkage between oil and stocks won't be broken anytime soon, which means investors can only wait for prices to fall far enough where oil simply won't matter anymore. Only then will the madness end and sanity return, he concluded. Executive Decision: David Cote In his second "Executive Decision" segment, Cramer sat down with David Cote, chairman and CEO of Honeywell, another company with a great read on the state of the global economy going into 2015. Cote said that Honeywell is doing "pretty good" relative to everyone else with its 4% rise in organic sales growth. He said that while places like Russia and Brazil make him nervous, Honeywell was able to forecast and prepare for the weakness currently seen in the Europe. Turning to the U.S., Cote agreed with Cramer that lower oil prices are a good thing. He said GDP growth matters and oil over $100 a barrel was a drag on GDP growth in our country. With oil at $50 a barrel, there may be a crimp in some of Honeywell's energy businesses, Cote continued, but for other areas, like aerospace, it will only accelerate growth. When asked about the company's use of its cash, Cote said he's always been a fan of mergers and acquisitions when applied in a systematic fashion. That's why Honeywell has done 80 deals over the past 10 years, deals that have added over $12 billion in sales. For all these reasons, Cramer said Honeywell remains one of his "absolute favorite" companies. Must Read: How Mexico, Not Saudi Arabia, Could Drive Oil Prices Higher Lightning Round In the Lightning Round, Cramer was bullish on American International Group , WhiteWave Foods , Taser International and Magellan Midstream Partners . Cramer was bearish on Ambarella , Marathon Petroleum , Sturm Ruger and Weatherford International . Executive Decision: Burton Goldfield In a third "Executive Decision" segment, Cramer sat down with Burton Goldfield, president and CEO of TriNet , the employee benefit manager that's seen its shares pop 37% since Cramer last checked in on May 13. Shares of TriNet currently trade at 21.6 times earnings. Goldfield said investors should ignore the headlines because small business is alive and well here in the U.S. He said TriNet is seeing growth across all its industries, from hospitality to hedge funds and law firms. Goldfield said TriNet is now the HR department for over 10,000 companies across the U.S. and is helping all of them deal with the increasing complexities of managing payroll and benefits. HR is finally becoming cool, Goldfield quipped, noting that as companies get more overwhelmed, they increasingly want to talk to TriNet. Cramer said that while TriNet didn't have the hottest IPO of the year, the stock has been a real winner ever since. Must Read: Why the Federal Reserve Needs to Start Raising Interest Rates Now To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDCClick to view a price quote on PETM. Click to research the Specialty Retail industry.
Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK ( TheStreet) -- Dropping oil prices continue to take a toll on equities, Jim Cramer told his Mad Money viewers. Investors need to keep an eye on oil futures to get a sense of where the market will move. With that in mind, here's what Cramer will be watching next week. On Monday Honeywell provides its 2015 outlook. If the outlook is good, but the stock goes lower due to gas prices, it’s a buying opportunity, Cramer said. VeriFone also reports after the close. Must Read: Jim Cramer’s Eight Best Stock Picks in the Housing Sector If shares of Darden Restaurants get pushed lower on Monday, investors should use it as a buying opportunity ahead of its earnings report on Tuesday morning. 3M also provides is 2015 outlook, but since the stock is up so much investors should do “more listening than buying,” Cramer advised. FedEx reports earnings on Wednesday and the conference call is a “must listen to” for investors who want a pulse on the global market, he explained. Joy Global’s conference all is also a good tell on how the Chinese economy is doing. Oracle also reports earnings. On Thursday Nike and Red Hat report earnings, although Cramer is not a buyer until the stocks pull back. He likes Nike near $90. On Friday, Finish Line and CarMax report earnings, both of which should be bought on a pullback. He likes KMX near $54. Paychex reports, too, and and its conference call will shed some light on the hiring situation in the U.S. BlackBerry also reports earnings, but he is not a buyer. The bottom line: Most of these companies are a buy ahead of earnings or analyst meetings. However, they need to have deeper pullbacks first, which can occur due broad-based selling related to declining oil prices, Cramer said. Off the Charts In his "Off the Charts" segment, Cramer drilled down on crude oil using Carolyn Boroden’s technical analysis. Cramer said Boroden thinks there isn’t significant support until $50 to $52 per barrel. Since the rallies have been so short-lived, it means there are likely more declines in store. However, with oil prices near $57 per barrel, investors may be relieved to hear that another potential support level is at $55.67, Cramer said. Based on Boroden’s work with timing, this bounce could come between next Tuesday and next Thursday. Unfortunately, however, any bounce is likely to be short-lived, as were the others. If oil prices can rally more than $6.13 per barrel, a sustainable bounce could be in store for the commodity, as it may signal that an intermediate bottom has been put in, Cramer said. The bottom line: Oil prices are locked in a steady downtrend, but support may just be around the corner. Investors should view any bounce as temporary unless it can make a series of higher highs and higher lows. Anything short of a $6.13 rally in crude prices and the commodity is likely headed even lower. Must Read: What Really Caused Oil Prices to Plunge So Far -- So Quickly Which Oil Companies Will Fail? Jim Cramer remained focused on crude, pointing to the unfortunate correlation between the S&P 500 and oil prices. Even worse, oil prices likely will keep falling because weak economies in Europe and China are buying less crude while U.S. producers flood the market with supply. It seem every country but the U.S. and Saudi Arabia needs to continue producing high amounts of oil to pay their bills, Cramer said. That means highly levered oil producers will ultimately go “belly up” because prices are simply too low for these companies and their highly stressed balance sheets. So where’s the bottom? Cramer doesn't know but he thinks that next year Venezuela, Russia, Iran, Nigeria and Libya, among other nations, will likely be forced to cut production to lower the supply. As global demand grows, oil prices should rebound. While that process will seem painstakingly slow to most investors, they need to be careful when trying buy energy stocks, which will go lower with oil. Off the Tape In the show’s “Off the Tape” segment, Cramer met with Matt Ehrlichman, co-founder and CEO of Porch.com, who was named USA Today’s Entrepreneur of the Year. Porch is a free platform for users, who can use the service to match up homeowners with the ideal contractor for their desired job, based on the latter’s cost and project history. The company verifies homeowners’ reviews, shows the contractor's work and also displays what work has been done in nearby areas. It even goes through the trouble to verify that each contractor is licensed, he explained. Porch is partnered with Lowe’s , too, Ehrlichman said. Lowe’s is an “amazing company” that cares deeply about its customers. Business is “humming along,” but Ehrlichman didn’t reveal whether an IPO would be in the company's future. Cramer urged his viewers to check out the Porch platform and see how this “exciting company” operates. Must Read: 3 Oil Companies That Are Likely Takeover Targets as Prices Plunge Lightning Round In the Lightning Round, Cramer was bullish on TrueCar , Acadia Pharmaceuticals , Southwest Gas , Twitter and Procter & Gamble . Cramer was bearish on Agrium and Memorial Production Partners . 'Mad Tweets' In the show’s “Mad Tweets” segment, Jim Cramer answered questions sent to him via Twitter at @JimCramer. Cramer started by looking at a few stocks that required him to do some homework. He called Interexon a leader in synthetic biology and is expected to have a compound annual growth rate of 78% through 2018. The company has a proven management team and the stock is a buy on weakness. Then there was Rockwell Medical , which is a now a “battleground” stock between longs and shorts, he said. The company recently received an investment from the reputable Baxter International . If forced to choose, Cramer would be a buyer rather than a seller, but acknowledged that this a speculative holding only. Instead of buying Liberty Broadband , Cramer said investors should just buy Charter Communications . The typical Cramer advice would be to avoid stocks when they’re trading above the investors’ cost basis. Cramer said Agios Pharmaceuticals , Regeneron and Isis Pharmaceuticals would typically be exceptions, the stocks have traded lower with oil. For that reason, wait for a larger pullback, he advised. The last tweeter wanted to know why Polaris Industries is selling off since its customers benefit from lower oil prices. Cramer reasoned that almost all stocks are selling off as a result of falling oil and investors can buy this stock despite the oil-induced pullback. Must Read: Why Markets Shouldn't Worry So Much About Higher Interest Rates To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Bret KenwellClick to view a price quote on HON. Click to research the Industrial industry.
Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener. NEW YORK (TheStreet) -- The bulls are back in charge for another day on Wall Street and may be here to stay, Jim Cramer told his Mad Moneyaviewers Tuesday. Cramer exulted that his bull market, Top 10 checklist from last week has been completed. It's hard to believe that it's only been eight days since Cramer introduced his "No Bottom Until" list of 10 itemsathat had to happen before the markets could have a sustainable rally. But all 10 items have largely come true, he said. Must Read: 10 Stocks Billionaire John Paulson Loves in 2014 First, Ebola fears have subsided now that the U.S. government is taking decisive action to contain the disease. Second, every sector of the market has suffered at the handsaof the bears, making their stocks more attractive. Third, the speculative stocks -- think Netflix a-- have also retreated from their lofty heights. Fourth, Cramer said oil prices have found their footing over the past eight days, welcome news for the oil stocks. Fifth, the tech stocks have stabilized, thanks to strong earnings from Apple and others. Sixth, Germany has admitted that maybe, just maybe, it needs to do more to bolster its ailing economy, along with the rest of Europe. Seventh, the markets have seen numerous companies report strong earnings beats with forecast raises. Eighth, the market's technical indicators have largely stabilized. Finally, the Baltic Freight index has found its footing, meaning that China may be stabilizing. Over in the Middle East, ISIS has suffered its first major defeat. With all of these items largely in the past, Cramer said he'd be a buyer, not a seller, on any future pullbacks in the market. The Industrials Are Back After being beaten down for months, are the industrial stocks finally showing signs of a bottom? Cramer said he thinks they are because there has been a string of positive news influencing the group. First, Cramer said that there has been a lot of good corporate news in the industrial sector of late, with stocksaIllinois Tool Works , United Technologies , Honeywell and PPG all having good things to say recently. Then there's Germany, which could be reversing direction on its economic policies to make Europe, and its currencies, stronger. This would make a weaker U.S. dollar, which would be terrific for industrial stock earnings going forward. China is weak, yes, Cramer admitted, but that's precisely the time to bet on China. Things can only improve from here. Other positives for the industrials include pent-up infrastructure demand and an aerospace sector that's on the mend now that Ebola fears are largely behind us. Put all of these positives together and Cramer said you get an industrial sector that's poised to head a lot higher. Must Read: 3 Biggest Takeaways From Apple's Strong Earnings Report Off the Charts In the "Off The Charts" segment, Cramer went head to head with colleague Bob Lang over the charts of media content providers Walt Disney , Viacom , CBS , Twenty-First Century Fox , Time Warner and Netflix . Starting with Disney, Lang noted that after hitting bottom last Wednesday, shares of Disney have been snapping back on rising volume, with a bullish crossover in the MACD momentum indicator imminent. Shares of Viacom have been crushed since July, Lang noted, but are also starting to rebound, with the MACD showing positive signs. CBS displays a similar pattern, with a strong sell off since July, but strong institutional buying over the past few days. Shares of Twenty-First Century Fox were obliterated after making a double top earlier in 2014, Lang said, and appear to now be rangebound between $30 and $35 a share. He suggested buying around $30 and selling near $35. Lang said Time Warner had the best chart of the bunch, rallying recently on heavy volume and having a MACD that has already seen a bullish crossover. Time Warner's weekly trend also confirmed these bullish moves. Finally, Lang has good things to say about Netflix, but only for investors willing to be patient because the stock needs to consolidate at its new lower levels before being able to rally again. Cramer said he agreed with Lang's research and would be a buyer of Disney, Viacom, CBS and Time Warner. Executive Decision:aJim Reid-Anderson For his "Executive Decision" segment, Cramer spoke with Jim Reid-Anderson, chairman, president and CEO of Six Flags , which today delivered a 6-cents-a-share earnings beat and a 10% boost in its dividend. Shares of Six Flag responded by rallying 9%. Reid-Anderson said Six Flags' success stems from innovation at every one of its theme parks. He said there is something new in every park and the new attractions have been record-breakers, helping his company deliver 16 record quarters over the past four years. Reid-Anderson said while there are always doubters of Six Flags, he has kept his promises, returning over $1.4 billion to shareholders over the past four years. He said the theme park business offers stable recurring revenues which has led to their strong earnings per share growth. Cramer said that he's still a big fan of Six Flags. Must Read: The Federal Reserve Is Causing Global Markets to Drop Again Lightning Round In the Lightning Round, Cramer was bullish on Vectren , Dominion Resources , Texas Instruments , Chubb , Travelers Companies , Home Depot and Berkshire Hathaway . Cramer was bearish on Blackberry . Executive Decision: Jeffrey Spaeder In his second "Executive Decision" segment, Cramer spoke with with Dr. Jeffrey Spaeder, chief medical and scientific officer of Quintiles , about the recent Ebola outbreak and how drug makers are responding. Spaeder said that there are a couple of Ebola vaccines under development and it's expected that Phase I studies will be completed by the end of 2014. Phase II studies could begin as early as 2015. Spaeder also noted that given the severity of Ebola, the regulating bodies around the globe are working closely with drug makers and won't require drugs go through all three phases of testing if they can gather enough data to show they are effective and safe. He said companies are working as fast as they can to gather the right information on the dosing requirements that will offer protection but also safety. Must Read: Ebola Stocks May Be Overpriced as Fundamentals Outweigh Fear To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDCClick to view a price quote on NFLX. Click to research the Specialty Retail industry.