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Cramer's 'Mad Money' Recap: Crisis Playbook (Final)

Truck Demand Rising

Cramer spoke with Daniel Ustain, chairman, president and CEO of Navistar (NAV), a stock that disappointed Wall Street when it reported a seven-cent-a-share earnings miss on declining revenues, but also one that's up 19% since Cramer last recommended it on June 2, 2010.

Ustain said that Navistar has increased production 40% from the first quarter of this year, and the company's order rate appears to be trending even higher. He said demand is coming from aging truck fleets that were not replaced during the downturn, as well as a need for new trucks that meet higher safety and environmental standards around the globe.

Ustain said to be number one in the truck market, you need both great products and great distribution, something Navistar has plenty of. He blamed this quarter's earnings shortfall on a short gap in production that was caused by the last of the company's vehicles being converted to their newest engine technologies.

When asked about rising commodity prices, Ustain said Navistar was able to pass on about 50% of the costs to customers, but has absorbed the other half through hedging.

Finally, when asked about the unrest in the Middle East, Ustain said that Navistar offers vehicles for moving soldiers and protected vehicles for military applications, and both are increasingly in demand.

Cramer continued his recommendation on Navistar, saying that only the future, and not the current earnings miss, is all that matters.

Lightning Round

Cramer was bullish on Potash (POT), Jabil Circuit (JBL) and Caterpillar (CAT).

He was bearish on Paramount Gold and Silver (PZG), Activision Blizzard (ATVI) and American International Group (AIG).

Closing Comments

In his "No Huddle Offense" segment, Cramer defended his comments Wednesday advocating selling gold in the short term. Cramer said he's not abandoning gold, he's just advising traders who bought into gold on his recommendation in late January to take profits and not lose their gains.

Cramer said with governments still printing money as fast as they can, the demand for gold will be solid for a long time to come. Cramer told those investing in gold for the long term to take the short-term pain, because the long term gain is still coming.

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

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For more of Cramer's insights during the Lightning Round, click here .
At the time of publication, Cramer was long Apple.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for, Inc., and CNBC, and a director and co-founder of All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of or its affiliates, or CNBC, NBC UNIVERSAL or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or is related to the specific opinions expressed by him on "Mad Money."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.
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