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Cramer's 'Mad Money' Recap: Don't Blame Ben

Cisco Systems (CSCO): "I was on the fence on Cisco but I listened to [the conference call of] Jabil Circuit (JBL) and I think Cisco is doing better. I want to own it at $17.50."

Cyberonics (CYBX): "I've been a huge backer of this company. I think it's a great speculative investment."

Hershey Foods (HSY): "I think that the price of chocolate is coming down and Hershey has become a go-to name on weakness. I also like McCormick (MKC)."

Suncor Energy (SU): "I'm going to say hold but don't sell. That's not one of my favorites. I like ConocoPhillips (COP) or Statoil.

Freeport-McMoRan (FCX): "Any time that yield hits 4% you're going to hear me say to pull the trigger and buy."

Digital Domain Media (DDMG): "That is OK for young investors. It's certainly not a blue-chip company."

SandRidge Energy (SD): "This one is built on the idea that oil is going higher, not lower. It's hard to own right here but I wouldn't sell it."

Am I Diversified?

In the "Am I Diversified" segment, Cramer spoke with callers and responded to tweets sent via Twitter to @JimCramer to see if investors' portfolios have what it takes for today's markets.

The first portfolio included: B&G Foods (BGS), Perrigo (PRGO), Spectra Energy Partners (SEP), TAL Internationall (TAL) and Brookfield Infrastructure (BIP).

"Bingo," Cramer said. This portfolio is perfectly diversified.

The second portfolio's top holdings included: Caterpillar (CAT), Chesapeake Energy (CHK), Cliff's Natural Resources (CLF), Aloca (AA) and Magna Int'l (MGA).

Cramer suggested selling Cliff's Natural in favor of adding a health-care stock like Eli Lily (LLY).

The third portfolio had: American Capital Agency (AGNC), ConEd (ED), MarkWest Energy (MWE), National Oilwell Varco (NOV) and Westport Innovations (WPRT) as its top five stocks.

Cramer said this portfolio passed the test as long as MarkWest was considered as a master limited partnership.

The fourth portfolio's top stocks were: Sherwin-Williams (SHW), Clorox (CLX), Berkshire Hathaway (BRK.B), Brown-Forman (BF.A) and Spectra Energy (SE).

Cramer was also bullish on this portfolio for being diversified.

Mad Mail

In the "Mad Mail" viewer feedback segment, Cramer followed up on Smart Balance (SMBL), a stock that stumped him in an earlier show. He said this healthy-food company would be a buy on any weakness.

Cramer was less bullish on Shutterfly (SFLY), a stock he called too rich and too risky selling at 58 times next year's earnings. He was equally bearish on Allscripts Healthcare Solutions (MDRX), telling viewers they must wait two quarters after the company's horrible performance this quarter.

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