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 - Get Report), 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 - Get Report), 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 DecisionIn the "Executive Decision" segment, Cramer spoke with Kelcy Warren, chairman and CEO of Energy Transfer Partners (ETP - Get Report), 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,
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