Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener.
NEW YORK (TheStreet) -- Geography is driving the stock market, Jim Cramer said on "Mad Money" Thursday, offering viewers a quick lesson.
Cramer pointed to the U.S. on a map, noted that we have 310 million people, then to Europe, which has 739 million people, and finally to China, with 1.3 billion people.
Why does any of that matter to the markets? Because many companies made big bets on both Europe and China, and those bets aren't paying off. Meanwhile, those companies that bet on the U.S. are profiting handsomely as the U.S. continues to recover and grow while the rest of the world remains stagnant at best.
Cramer took a few minutes to praise some of the companies that exemplify this trend, including Verizon (VZ), a stock he called one of the best domestic stocks out there. He also called out Union Pacific (UNP), which is benefitting from the Bakken shale and saw its shares up 4% today. Also on the list, Kinder Morgan Energy Partners (KMP), our country's largest pipeline operator.Cramer said earnings at Sherwin-Williams (SHW) were nothing less than "stunning," while tech companies in the oil patch, like Core Laboratories (CLB) saw its shares rocket by $10 today. Finally, Cramer praised Pepsico (PEP) and PPG (PPG) two stocks that have what it takes to make money even overseas. It's all about execution, Cramer concluded, and all these companies have it.
Executive Decision: Richard KinderIn the "Executive Decision" segment, Cramer spoke with Richard Kinder, chairman and CEO of Kinder Morgan Energy Partners (KMP), a stock that's just off its all-time highs but still yields a hefty 5.7%. Cramer said Kinder is, hands down, the best-run company in the business. Kinder said natural gas remains the "fuel of the future" thanks to it being cheap, abundant and, most important, domestic. He said with over a 100-year supply of natural gas, America will clearly be the leader in production, which is why Kinder Morgan already has 70,000 miles of natural gas pipelines. But even with the nation's largest pipeline network, Kinder said America needs a significant investment in additional infrastructure. He said Kinder Morgan can't lay pipes fast enough, which is why it's also invested in other modes of transportation, including five pipe to rail facilities.
Select the service that is right for you!COMPARE ALL SERVICES
Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.
- Real Money + Doug Kass Plus 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV