This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
TheStreet Open House

Cramer's 'Mad Money' Recap: Unhealthy Dose of Skepticism (Final)

Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener and watch Jim Cramer's "Mad Money" Post Game video exclusively on

NEW YORK ( TheStreet) -- Sometimes stocks go up because they deserve to, Jim Cramer told his "Mad Money" TV show viewers Wednesday, as he responded to a wave of what he deemed "unhealthy skepticism."

Cramer explained that skeptics can keep investors out of great stocks and they never apologize when they get it wrong. Such was the case with Sherwin-Williams (SHW), a company that preannounced huge upside after Monday's trading. The skeptics take? Must have been due to warmer weather.

But Cramer noted that anyone who listened to Sherwin's conference call would have known that the real driver was interior paint, not exterior paint. The company's huge sales were from rising demand, not from a weather anomaly. So what happened to all of the skeptics? They missed out on a huge rally to a new 52-week high for Sherwin-Williams.

Terrific retail sales all over have been attributed to a warm winter, said Cramer, but nothing could be farther from the truth, as natural demand is what's keeping sales at VF Corp (VFC) and PVH Corp (PVH) humming along.

Demand can be seen in stocks like Alcoa (AA), which saw aluminum demand for cars and aerospace rise, and with Owen-Illinois (OI), which is profiting from not only rising demand but also falling costs.

"Business is better," Cramer concluded, no matter what the skeptics in the markets may be telling you.

Executive Decision

In the "Executive Decision" segment, Cramer spoke with Kelcy Warren, chairman and CEO of Energy Transfer Partners (ETP), an oil and gas pipeline master limited partnership with a 7.7% dividend yield. Energy Transfer Partners is currently a stock that Cramer owns for his charitable trust, Action Alerts PLUS .

Kelcy was very candid in admitting that being a pipeline company with 90% exposure to natural gas is not a great place to be at the moment with gas prices falling to historic lows. However, he noted, things won't be getting any worse for the company and Energy Transfer is committed to moving into transporting heavier liquid products that will offer greater returns.

Kelcy went on further to note that investors buy into Energy Transfer for both the yield and for growth, and the company has let them down in the growth department as of late. He said that will change as the company integrates its recent acquisitions and diversifies the products it transports.

1 of 3

Select the service that is right for you!

Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

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.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

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.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 17,119.86 -52.82 -0.31%
S&P 500 1,990.17 -4.12 -0.21%
NASDAQ 4,527.6490 -0.04 -0.00%

Brokerage Partners

Rates from

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs