In Tuesday's Lightning Round, Cramer said Adobe is a great idea with consistent earnings.
Cramer says housing may finally be bottoming, making these stocks finally attractive again.
Cramer says record-low interest rates seem to have finally paid off for the home builders. That means good things for the folks who make interior items, too.
Cramer says investors looking for long-term investments need to stick with companies that have long-term themes going in their favor.
Cramer doesn't think now is a good time for Caterpillar.
Cramer says home gamers will never be able to beat the professional day traders but sticking with long-term themes can pay an annuity for many many years.
Cramer expects big things from WhiteWave Foods and is a big fan of EPR Properties and Henry Schein.
Cramer likes Skyworks Solutions over Micron, Kinder Morgan over Buckeye Partners and thinks SeaDrill is a house of pain.
Next week Cramer will be watching earnings from WhiteWave Foods, DR Horton and Wal-Mart, among many others.
Marathon is Cramer's favorite refiner and Actavis is a great drug maker.