Cramer's 'Mad Money' Recap: Stick With Growth (Final)

Cramer said while the analysts were focusing on a single tree, they totally missed the bigger forest that is Apple. He once again urged investors to invest in this great growth stock for the long-term and to ignore the "research reports" that for the most part, aren't meant for the individual investor anyway.

Am I Diversified

Cramer spoke with callers and tweeters via @JimCramer to see if their portfolios have what it takes for today's markets. The first tweeter's portfolio included Annaly Capital (NLY), Radio Shack (RSH), Inergy (NRGY), BP (BP) and NovaGold (NG).

Cramer said that Inergy and BP were too similar and Inergy should be replaced by a health care stock like Abbott Labs (ABT).

The second caller's top holdings included Wynn Resorts (WYNN), Priceline.com (PCLN), Bristol Myers-Squibb (BMY), Alcoa (AA) and Phillip Morris (PM).

Cramer said "hallelujah" as this portfolio was properly diversified.

The third caller had SeaDrill (SDRL), Intel (INTC), CME Group (CME), H.J. Heinz (HNZ) and Level 3 Communications (LVLT) as their top five stocks.

For this portfolio, Cramer said "very nice."

The fourth caller's top stocks were Chesapeake Energy (CHK), Beacon Roofing Supply (BECN), Phillip Morris (PM), Emerson Electric (EMR) and Raytheon (RTN).

Cramer also blessed this portfolio as diversified.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer opined on the latest happenings in Europe. He said frankly that nothing good is happening in Europe, as the entire continent is plunging into recession. Some days the news out of Europe matters, other days it doesn't.

Cramer said what's important to know about the debacle that is Europe is that it's not a crisis that threatens to wipe out civilization as we know it. Instead, Cramer said that Europe is simply an issue that needs to be worked into investors' thinking, as many companies have already started to lessen their exposure to the stricken euro zone.

Lightning Round

In the Lightning Round, Cramer was bullish on Peet's Coffee & Tea (PEET), Starbucks (SBUX), Boston Beer (SAM), Sandridge Mississippian Trust II (SDR), Ross Stores (ROST), Grainger WW (GWW), Boyd Gaming (BYD) and Las Vegas Sands (LVS).

Cramer was bearish on Sequenom (SQNM), Sanofi-Aventis (SNY), Baidu.com (BIDU), Main Street Capital (MAIN), Guess (GES), OCZ Technology (OCZ), Advanced Micro Devices (AMD), Micron Technology (MU) and Telecom Corp of New Zealand (NZT).

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

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

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At the time of publication, Cramer's Action Alerts PLUS was long AAPL, IBM.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com 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 TheStreet.com, 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 TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

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