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'Mad Money' Recap: U.S. Stocks on Top (Final)

Sorting Out Analyst Disagreements

When analysts disagree, investors win, Cramer once again told viewers, as he dove into the recent analyst action surrounding Statoil (STO - Get Report).

On March 9, an analyst at Deutsche Bank (DB) raised its rating on Statoil from neutral to buy, while another analyst at Goldman Sachs (GS) downgraded the company to sell.

Cramer said that after a "premature" downgrade last year, Deutsche Bank now feels that Statoil has a lot to look forward to in 2012, with production ramping up 6% to 7% this year and even more in 2013. The firm also liked that Statoil has less exposure to refining and marketing of oil, making is essentially a pure play on its exploration and production expertise.

The Goldman Sachs analyst, on the other hand, cited valuation for his sell recommendation, saying essentially that shares of Statoil have run too far, too fast. The analyst said he prefers others in the oil patch which now offer higher dividends.

So who's right? Cramer said in the analyst world, a firm simply cannot like every stock in a given sector, it must choose its favorites and its least favorite companies. That's precisely what happened at Goldman, he explained. That said, Cramer told viewers that he hates valuation calls and prefers recommendations made on catalysts and earnings, something Statoil is delivering on.

Cramer said Statoil has a proven track record of delivering on its production goals, and just because Goldman Sachs may have other favorites in the group, that's no reason not to own this terrific oil driller in a market where both firms expect the price of oil to continue to rise.

Lightning Round

Cramer was bullish on Threshold Pharmaceuticals (THLD), Kodiak Oil & Gas (KOG), MedcoHealth Solutions (MHS), Freeport-McMoRan (FCX), Nice Systems (NICE) and Tempur-Pedic (TPX).

Cramer was bearish on Leucadia National (LUK) and Perfect World (PWRD).

Poor Timing

In his closing remarks, Cramer admitted he was a little disappointed at Apple's dividend and stock buyback announcement earlier today. He said it wasn't because of the amount of the dividend, as there's always time to raise it in the future. Nor was it because of the buyback, a tactic he's not a fan of anyway.

Cramer said he was disappointed that Apple chose this weekend, the weekend of its latest iPad launch, to make the announcement. He said the dividend announcement stole the thunder from the iPad and Apple would have been better served to have waited for a down day in the markets to give its shares a shot in the arm.

"Apple buried the lead," said Cramer, as he's now more certain than ever that the company will beat his target of $50 per share of earnings.

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

To contact the writer of this article, click here: Scott Rutt.

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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, JPMorgan Chase.

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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