Cramer's 'Mad Money' Recap: The Catalysts Behind the Rally (Final)

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Cramer said there is a sea change happening in the minds of American consumers. He said there is no longer a stigma attached to private label consumer goods, and consumers aren't flocking back to name brand items now that the worst of the recession is behind us.

Cramer said with private label brands en vogue, investors need to invest accordingly, which means selling name manufacturers like Diageo (DEO) and Brown Forman (BF-B).

Cramer said the smarter money will be in private label manufacturers, companies like Treehouse Foods (THS), Ralcorp (RAH) and American Italian Pasta (AIPC).

"People are tired of being fooled by expensive brands that are no better than the cheaper, unbranded one," Cramer concluded.

Lightning Round

Cramer was bullish on Acorda Therapeutics (ACOR), Rambus (RMBS), NVIDIA (NVDA), Cypress Semiconductor (CY) and Valmont Industries (VMI).

He was bearish on Northern Dynasty Minerals (NAK), Synaptics (SYNA) and Dole Food (DOLE).

-- Written by Scott Rutt in Washington D.C.

To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.

Want more Cramer? Check out Jim's rules and commandments for investing from his latest book by clicking here.

For more of Cramer's insights during the Lightning Round, click here.

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